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Livermore
Livermore
ZHEN

Advisory Research Inc

SEC CIK
0000902584
Latest filing
Aug 13, 2026

WAL holding history

Western Alliance Bancorporation in every 13F filed by Advisory Research Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WAL overviewAll 13F holders of WALFull Q2 2026 holdings

Shares (Q2 2026)
26,098
Value
$2.15M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of WAL by Advisory Research Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,098$2.15M0.2%−65−0.2%ReducedHolders
Q1 202626,163$1.85M0.2%−642−2.4%ReducedHolders
Q4 202526,805$2.25M0.3%−19,855−42.6%ReducedHolders
Q3 202546,660$4.05M0.5%+1,830+4.1%AddedHolders
Q2 202544,830$3.50M0.5%−18,679−29.4%ReducedHolders
Q1 202563,509$4.88M0.9%−88,520−58.2%ReducedHolders
Q4 2024152,029$12.7M2.1%+52,440+52.7%AddedHolders
Q3 202499,589$8.61M1.5%+85,843+624.5%AddedHolders
Q2 202413,746$863.5K0.2%+902+7.0%AddedHolders
Q1 202412,844$824.4K0.2%−5,339−29.4%ReducedHolders
Q4 202318,183$1.20M0.2%−1,520−7.7%ReducedHolders
Q3 202319,703$905.8K0.1%+10,758+120.3%AddedHolders
Q2 20238,945$326.2K<0.1%+8,945NewHolders
Q3 20220$00.0%−4,932−100.0%Sold outHolders
Q2 20224,932$348.0K<0.1%+1,040+26.7%AddedHolders
Q1 20223,892$322.0K<0.1%−1,505−27.9%ReducedHolders
Q4 20215,397$581.0K<0.1%+848+18.6%AddedHolders
Q3 20214,549$495.0K<0.1%+741+19.5%AddedHolders
Q2 20213,808$354.0K<0.1%−148−3.7%ReducedHolders
Q1 20213,956$374.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.