Lodestone Wealth Management LLC
Position in WAL — Western Alliance Bancorporation
CIK 1950158
SPOKANE, WA
Position in WAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,098,520
+$328,736 QoQ
Shares Held
13,364
+23.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#198
of 493 holders
Holding Since
Dec 2023
11 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, 2026Lodestone Wealth Management LLC holds $3,378,717 across 11 Banks - Regional names. WAL ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
25,817 | $1,455,304 | |
| 2 | WAL |
Western Alliance Bancorporation
This page
|
13,364 | $1,098,520 | |
| 3 | MTB |
M&T Bank Corp
|
2,826 | $672,615 | |
| 4 | USB |
US Bancorp De
|
1,115 | $67,346 | |
| 5 | BANR |
Banner Corp
|
774 | $51,424 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
50 | $12,311 | |
| 7 | HDB |
Hdfc Bank Ltd
|
292 | $7,542 | |
| 8 | OZK |
Bank OZK
|
75 | $3,906 |
All Filings in WAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,520 | 13,364 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $769,784 | 10,865 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $848,938 | 10,098 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $754,289 | 8,698 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $678,270 | 8,698 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $605,035 | 7,875 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $798,892 | 9,563 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $844,055 | 9,759 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $608,223 | 9,682 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $618,470 | 9,635 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $641,320 | 9,748 | Shares | Other | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||