Forum Financial Management, LP

Position in WAL — Western Alliance Bancorporation

CIK 1911832 LOMBARD, IL

Position in WAL

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$429,067

-$375,230 QoQ

Shares Held

6,056

-36.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Forum Financial Management, LP holds $6,662,278 across 7 Banks - Regional names. WAL ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OSBC	Old Second Bancorp Inc	205,661	$4,146,125
2	FITB	Fifth Third Bancorp	12,365	$574,477
3	WTFC	Wintrust Financial Corp	3,825	$531,445
4	WAL	Western Alliance Bancorporation This page	6,056	$429,067
5	NFBK	Northfield Bancorp, Inc.	30,120	$407,824
6	CHMG	Chemung Financial Corp	6,743	$362,908
7	USB	US Bancorp De	4,046	$210,432

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$429,067	6,056	-36.7%	Shares	Sole	2026-04-23
2025-12-31	$804,297	9,567	+107.1%	Shares	Sole	2026-01-27
2025-09-30	$400,559	4,619	+27.7%	Shares	Sole	2025-10-24
2025-06-30	$282,053	3,617	-0.1%	Shares	Sole	2025-07-30
2025-03-31	$278,047	3,619	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$301,161	3,605	+22.0%	Shares	Sole	2025-02-20
2024-09-30	$255,577	2,955	+0.3%	Shares	Sole	2024-10-29
2022-06-30	$208,058	2,947	0.0%	Shares	Sole	2022-08-15
2022-03-31	$244,070	2,947	0.0%	Shares	Sole	2022-05-16
2021-12-31	$317,244	2,947	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.