WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WAL — Western Alliance Bancorporation
CIK 1632972
PLYMOUTH, MN
Position in WAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,651,587
+$6,604,920 QoQ
Shares Held
93,085
+530.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#90
of 493 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Derivatives in WAL
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$496
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. WAL ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
291,021 | $71,655,190 | |
| 2 | USB |
US Bancorp \De\
|
582,496 | $35,182,758 | |
| 3 | TFC |
Truist Financial Corp
|
606,292 | $30,205,467 | |
| 4 | MTB |
M&T Bank Corp
|
84,778 | $20,178,011 | |
| 5 | BPOP |
Popular, Inc.
|
87,108 | $14,301,391 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
198,819 | $13,931,247 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
737,223 | $13,070,963 | |
| 8 | EWBC |
East West Bancorp Inc
|
82,955 | $10,708,660 |
All Filings in WAL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,651,587 | 93,085 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,046,667 | 14,773 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,012,791 | 12,047 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $428,396 | 4,940 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $299,599 | 3,842 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $250,619 | 3,262 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $257,887 | 3,087 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $252,637 | 2,921 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $219,460 | 4,774 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $496 | 1,500 | Put | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||