CAPTRUST Financial Advisors
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
West Bancorporation West Des Moines, Iowa $200M AUM 18.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

CAPTRUST Financial Advisors's WTBA Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its West Bancorporation (WTBA) stake by 0.26% in Q1 2026, buying an estimated $621 and bringing the position to 10,109 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

CAPTRUST Financial Advisors first reported a position in WTBA in Q1 2021 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold WTBA as of Q1 2026.

  • CAPTRUST Financial Advisors held 10,109 shares of West Bancorporation worth $240K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 26 West Bancorporation shares in Q1 2026, an estimated $621.
  • West Bancorporation made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2555 holding.
  • CAPTRUST Financial Advisors first reported a position in West Bancorporation in Q1 2021 and has held it in 8 quarters since.
  • 110 funds tracked by Wall St. Rank held West Bancorporation as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.