Position in WAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,877,443
+$4,263,491 QoQ
Shares Held
375,638
0.0% QoQ
Ownership
0.344%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#38
of 493 holders
Holding Since
Mar 2026
2 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, 2026S&G Foundation holds $64,701,443 across 2 Banks - Regional names. WAL ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
560,000 | $33,824,000 | |
| 2 | WAL |
Western Alliance Bancorporation
This page
|
375,638 | $30,877,443 |
All Filings in WAL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,877,443 | 375,638 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,613,952 | 375,638 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||