Skip to main content

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

WAL holding history

Western Alliance Bancorporation in every 13F filed by RSM US Wealth Management LLC, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of WAL by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7,105−100.0%Sold outHolders
Q1 20267,105$503.4K<0.1%−273−3.7%ReducedHolders
Q4 20257,378$624.5K<0.1%−3,744−33.7%ReducedHolders
Q3 202511,122$964.5K<0.1%−1,815−14.0%ReducedHolders
Q2 202512,937$1.01M<0.1%+3,127+31.9%AddedHolders
Q1 20259,810$753.7K<0.1%−3,616−26.9%ReducedHolders
Q4 202413,426$1.12M<0.1%+3,265+32.1%AddedHolders
Q3 202410,161$851.0K<0.1%−18−0.2%ReducedHolders
Q2 202410,179$637.3K<0.1%+10,179NewHolders