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Allworth Financial’s West Bancorporation WTBA Stock Holding History

Allworth Financial’s Portfolio WTBA Stock Details WTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79K Buy
143
+101
+240% +$2.46K ﹤0.01% 4263
2026
Q1 		$1K Buy
42
+21
+100% +$501 ﹤0.01% 4575
2025
Q4 		$466 Sell
21
-1
-5% -$22 ﹤0.01% 4536
2025
Q3 		$448 Buy
22
+16
+267% +$315 ﹤0.01% 4459
2025
Q2 		$118 Buy
+6
New +$116 ﹤0.01% 4383

Other funds holding WTBA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return

Allworth Financial's WTBA Position: Q2 2026 in Review

Allworth Financial increased its West Bancorporation (WTBA) stake by 240% in Q2 2026, buying an estimated $2.46K and bringing the position to 143 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4263.

Allworth Financial first reported a position in WTBA in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Allworth Financial held 143 shares of West Bancorporation worth $3.79K as of Q2 2026.
  • Allworth Financial bought 101 West Bancorporation shares in Q2 2026, an estimated $2.46K.
  • West Bancorporation made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4263 holding.
  • Allworth Financial first reported a position in West Bancorporation in Q2 2025 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.