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Equibles

Forum Financial Management, LP

Position in WAL — Western Alliance Bancorporation

CIK 1911832 LOMBARD, IL
Back to WAL Full portfolio

Position in WAL

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$497,803
+$68,736 QoQ
Shares Held
6,056
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#265
of 498 holders
Holding Since
Dec 2021
11 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, 2026

Forum Financial Management, LP holds $7,395,565 across 7 Banks - Regional names. WAL ranks #5 (6.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OSBC
Old Second Bancorp Inc
 205,673 $4,796,294
2 WTFC
Wintrust Financial Corp
 3,825 $614,754
3 FITB
Fifth Third Bancorp
 9,907 $558,457
4 CHMG
Chemung Financial Corp
 6,743 $502,892
5 WAL
Western Alliance Bancorporation
This page 		6,056 $497,803
6 USB
US Bancorp \De\
 3,600 $217,440
7 ONB
Old National Bancorp /In/
 8,028 $207,925

All Filings in WAL

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $497,803 6,056
2026-03-31 $429,067 6,056
2025-12-31 $804,297 9,567
2025-09-30 $400,559 4,619
2025-06-30 $282,053 3,617
2025-03-31 $278,047 3,619
2024-12-31 $301,161 3,605
2024-09-30 $255,577 2,955
2022-06-30 $208,058 2,947
2022-03-31 $244,070 2,947
2021-12-31 $317,244 2,947