Position in WAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,145,255
+$291,607 QoQ
Shares Held
26,098
-0.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#152
of 493 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ADVISORY RESEARCH INC holds $33,725,378 across 8 Banks - Regional names. WAL ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
135,607 | $14,233,310 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
35,434 | $5,860,428 | |
| 3 | SSB |
SouthState Bank Corp
|
46,447 | $4,640,054 | |
| 4 | FRME |
First Merchants Corp
|
65,315 | $2,853,612 | |
| 5 | WAL |
Western Alliance Bancorporation
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|
26,098 | $2,145,255 | |
| 6 | AX |
Axos Financial, Inc.
|
17,011 | $1,656,701 | |
| 7 | SYBT |
Stock Yards Bancorp, Inc.
|
18,582 | $1,420,965 | |
| 8 | WBS |
Webster Financial Corp
|
11,974 | $915,053 |
All Filings in WAL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145,255 | 26,098 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,853,648 | 26,163 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,253,496 | 26,805 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,046,355 | 46,660 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,495,843 | 44,830 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,879,396 | 63,509 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,700,502 | 152,029 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,613,452 | 99,589 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $863,523 | 13,746 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $824,456 | 12,844 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,196,259 | 18,183 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $905,746 | 19,703 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $326,224 | 8,945 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $348,199 | 4,932 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $322,335 | 3,892 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $580,987 | 5,397 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $495,022 | 4,549 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $353,572 | 3,808 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $373,604 | 3,956 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||