CAPTRUST Financial Advisors
WTBA icon

CAPTRUST Financial Advisors’s West Bancorporation WTBA Stock Holding History

CAPTRUST Financial Advisors’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 		$276K Buy
10,407
+298
+3% +$7.25K ﹤0.01% 2661
2026
Q1 		$240K Buy
10,109
+26
+0.3% +$621 ﹤0.01% 2555
2025
Q4 		$224K Buy
+10,083
New +$218K ﹤0.01% 2449
2022
Q3 		– Sell
-1,069
Closed -$26K – 4080
2022
Q2 		$26K Buy
1,069
+20
+2% +$498 ﹤0.01% 3229
2022
Q1 		$29K Buy
1,049
+948
+939% +$28K ﹤0.01% 3179
2021
Q4 		$3K Buy
101
+52
+106% +$1.64K ﹤0.01% 4314
2021
Q3 		$1K Hold
49
– – ﹤0.01% 4503
2021
Q2 		$1K Hold
49
– – ﹤0.01% 4397
2021
Q1 		$1K Buy
+49
New +$1.11K ﹤0.01% 4252

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

CAPTRUST Financial Advisors's WTBA Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its West Bancorporation (WTBA) stake by 2.9% in Q2 2026, buying an estimated $7.25K and bringing the position to 10,407 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

CAPTRUST Financial Advisors first reported a position in WTBA in Q1 2021 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,407 shares of West Bancorporation worth $276K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 298 West Bancorporation shares in Q2 2026, an estimated $7.25K.
  • West Bancorporation made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2661 holding.
  • CAPTRUST Financial Advisors first reported a position in West Bancorporation in Q1 2021 and has held it in 9 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.