OneDigital Investment Advisors LLC
Position in WAL — Western Alliance Bancorporation
CIK 1690370
OVERLAND PARK, KS
Position in WAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$612,307
+$89,009 QoQ
Shares Held
7,449
+0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#240
of 493 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $24,032,590 across 36 Banks - Regional names. WAL ranks #12 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,054 | $6,080,730 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,269 | $1,543,553 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,371 | $1,317,423 | |
| 4 | USB |
US Bancorp \De\
|
18,974 | $1,146,029 | |
| 5 | FHB |
First Hawaiian, Inc.
|
33,441 | $979,821 | |
| 6 | IBN |
Icici Bank Ltd
|
30,116 | $874,267 | |
| 7 | NU |
Nu Holdings Ltd.
|
57,547 | $768,827 | |
| 8 | WTFC |
Wintrust Financial Corp
|
4,643 | $746,222 |
All Filings in WAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,307 | 7,449 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $523,298 | 7,386 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $696,267 | 8,282 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $716,307 | 8,260 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $640,527 | 8,214 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $630,466 | 8,206 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $607,837 | 7,276 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $628,868 | 7,271 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $487,922 | 7,767 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $494,840 | 7,709 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $680,729 | 10,347 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $471,376 | 10,254 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $373,817 | 10,250 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $363,467 | 10,227 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $582,079 | 9,773 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $642,542 | 9,774 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $690,256 | 9,777 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $809,731 | 9,777 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,043,343 | 9,692 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,054,683 | 9,692 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $899,902 | 9,692 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $922,395 | 9,767 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $620,302 | 10,347 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $327,172 | 10,347 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $391,840 | 10,347 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $324,037 | 10,586 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||