Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Western Alliance Bancorporation (WAL)
← All WAL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $65.82–97.23 · VW $80.30i SEC
2025   Q4 3,797 <0.01 Reduce 42.92% <0.01 $68.61–89.23 · VW $80.10i $319,214 SEC
2025   Q3 6,652 <0.01 Add 21.32% <0.01 $73.58–93.29 · VW $84.24i $576,861 SEC
2025   Q2 5,483 <0.01 Buy <0.01 $57.05–80.99 · VW $71.45i $427,564 SEC
Price snapshot:
Current price$80.49
52-week low$65.45
52-week high$96.24