INDEPENDENT FINANCIAL GROUP, LLC
Position in WAL — Western Alliance Bancorporation
CIK 275484
SAN DIEGO, CA
Position in WAL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,281,909
+$166,376 QoQ
Shares Held
15,595
-1.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#190
of 493 holders
Holding Since
Dec 2020
19 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $6,408,750 across 9 Banks - Regional names. WAL ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,824 | $1,433,985 | |
| 2 | WAL |
Western Alliance Bancorporation
This page
|
15,595 | $1,281,909 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
14,743 | $1,033,042 | |
| 4 | USB |
US Bancorp De
|
13,064 | $789,065 | |
| 5 | MTB |
M&T Bank Corp
|
2,536 | $603,593 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
280 | $582,621 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,760 | $248,708 | |
| 8 | EWBC |
East West Bancorp Inc
|
1,733 | $223,712 |
All Filings in WAL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,909 | 15,595 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,115,533 | 15,745 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,322,000 | 15,725 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,344,160 | 15,500 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,122,912 | 14,400 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,106,352 | 14,400 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,194,622 | 14,300 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,517,899 | 17,550 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,646,637 | 26,212 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,605,520 | 25,012 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,497,511 | 22,762 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,198,070 | 26,062 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $934,799 | 25,632 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $454,681 | 5,490 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $567,315 | 5,270 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $660,537 | 6,070 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $626,551 | 6,748 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $628,026 | 6,650 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $492,189 | 8,210 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||