WEATHERLY ASSET MANAGEMENT L. P.
Position in WAL — Western Alliance Bancorporation
CIK 934745
DEL MAR, CA
Position in WAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$297,153
+$41,031 QoQ
Shares Held
3,615
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#313
of 493 holders
Holding Since
Dec 2020
20 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $653,847 across 2 Banks - Regional names. WAL ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CZFS |
Citizens Financial Services Inc
|
4,924 | $356,694 | |
| 2 | WAL |
Western Alliance Bancorporation
This page
|
3,615 | $297,153 |
All Filings in WAL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,153 | 3,615 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $256,122 | 3,615 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $303,913 | 3,615 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $313,492 | 3,615 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $281,897 | 3,615 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $277,740 | 3,615 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $301,997 | 3,615 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $312,661 | 3,615 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $227,094 | 3,615 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $232,046 | 3,615 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $237,830 | 3,615 | Shares | Sole | 2024-02-01 | |
| 2022-12-31 | $241,515 | 4,055 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $266,575 | 4,055 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $286,283 | 4,055 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $335,835 | 4,055 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $436,520 | 4,055 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $441,265 | 4,055 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $376,506 | 4,055 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $382,954 | 4,055 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $243,097 | 4,055 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||