WestHill Financial Advisors, Inc. WAL WESTERN ALLIANCE BANCORP

Ownership history in WestHill Financial Advisors, Inc.  ·  20 quarters on record

AI Ownership Summary

WestHill Financial Advisors, Inc. reported WESTERN ALLIANCE BANCORP (WAL) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows WAL at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WestHill Financial Advisors, Inc.'s position in WESTERN ALLIANCE BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WAL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WestHill Financial Advisors, Inc. held WAL — position size vs. price
% of Fund (quarterly)    WAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 7,647 +608 +8.6% 0.10% $542K 2026-04-09 $76.32
2025 Q4 REDUCED 7,039 -250 -3.4% 0.11% $592K 2026-01-21 $89.81
2025 Q3 UNCHANGED 7,289 0% 0.12% $632K 2025-10-14 $80.85
2025 Q2 UNCHANGED 7,289 0% 0.12% $568K 2025-07-09 $82.96
2025 Q1 UNCHANGED 7,289 0% 0.13% $560K 2025-04-21 $63.30
2024 Q4 UNCHANGED 7,289 0% 0.14% $609K 2025-01-31 $85.35
2024 Q3 UNCHANGED 7,289 0% 0.14% $630K 2024-10-18 $82.73
2024 Q2 UNCHANGED 7,289 0% 0.11% $458K 2024-07-19 $73.86
2024 Q1 UNCHANGED 7,289 0% 0.12% $468K 2024-04-25 $56.11
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WestHill Financial Advisors, Inc. and WAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has WestHill Financial Advisors, Inc. reported owning WAL?

WestHill Financial Advisors, Inc. reported WAL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WAL position in WestHill Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for WAL was 0.14% in 2024 Q3.

What is the latest reported WAL position on this page?

The most recent filing on this page is 2026 Q1, when WestHill Financial Advisors, Inc. reported 7,647 shares, equal to 0.10% of portfolio, with an estimated market value of $542K.

What does the chart on this WAL ownership page compare?

The chart compares WestHill Financial Advisors, Inc.'s quarterly WAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WestHill Financial Advisors, Inc. Holdings