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Capital Advisors Ltd’s West Bancorporation WTBA Stock Holding History

Capital Advisors Ltd’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 		$3K Hold
123
– – ﹤0.01% 1081
2026
Q1 		$3K Hold
123
– – ﹤0.01% 1063
2025
Q4 		$3K Hold
123
– – ﹤0.01% 1045
2025
Q3 		$2K Hold
123
– – ﹤0.01% 1111
2025
Q2 		$2K Hold
123
– – ﹤0.01% 1115
2025
Q1 		$2K Hold
123
– – ﹤0.01% 1105
2024
Q4 		$3K Hold
123
– – ﹤0.01% 1038
2024
Q3 		$2K Hold
123
– – ﹤0.01% 1120
2024
Q2 		$2K Hold
123
– – ﹤0.01% 1098
2024
Q1 		$2K Hold
123
– – ﹤0.01% 1093
2023
Q4 		$3K Hold
123
– – ﹤0.01% 973
2023
Q3 		$2K Hold
123
– – ﹤0.01% 1057
2023
Q2 		$2K Buy
123
+79
+180% +$1.38K ﹤0.01% 1061
2023
Q1 		$1K Buy
+44
New +$935 ﹤0.01% 1144

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

Capital Advisors Ltd's WTBA Position: Q2 2026 in Review

Capital Advisors Ltd held its West Bancorporation (WTBA) position steady in Q2 2026 at 123 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Capital Advisors Ltd first reported a position in WTBA in Q1 2023 and has held it in 14 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Capital Advisors Ltd held 123 shares of West Bancorporation worth $3K as of Q2 2026.
  • Capital Advisors Ltd left its West Bancorporation share count unchanged in Q2 2026.
  • West Bancorporation made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1081 holding.
  • Capital Advisors Ltd first reported a position in West Bancorporation in Q1 2023 and has held it in 14 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.