WestHill Financial Advisors, Inc.
Position in WAL — Western Alliance Bancorporation
CIK 1759641
San Rafael, CA
Position in WAL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$628,583
+$86,794 QoQ
Shares Held
7,647
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#237
of 493 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WestHill Financial Advisors, Inc. holds $3,072,888 across 3 Banks - Regional names. WAL ranks #2 (20.5% of the industry book) .
All Filings in WAL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,583 | 7,647 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $541,789 | 7,647 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $591,768 | 7,039 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $632,102 | 7,289 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $568,396 | 7,289 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $560,013 | 7,289 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $608,923 | 7,289 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $630,425 | 7,289 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $457,894 | 7,289 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $467,880 | 7,289 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $479,543 | 7,289 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $335,075 | 7,289 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $265,829 | 7,289 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $259,051 | 7,289 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $434,132 | 7,289 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $479,178 | 7,289 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $514,603 | 7,289 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $603,674 | 7,289 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $784,660 | 7,289 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $793,188 | 7,289 | Shares | Sole | 2021-10-13 | |
| 2021-03-31 | $688,373 | 7,289 | Shares | Sole | 2021-10-13 | |
| 2020-12-31 | $436,975 | 7,289 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||