Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s West Bancorporation WTBA Stock Holding History

Carson Wealth (CWM LLC)’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 		$39.6K Sell
1,665
-194
-10% -$4.63K ﹤0.01% 3971
2025
Q4 		$41K Buy
1,859
+187
+11% +$4.04K ﹤0.01% 3755
2025
Q3 		$34K Buy
1,672
+1,023
+158% +$20.1K ﹤0.01% 3810
2025
Q2 		$13K Buy
649
+66
+11% +$1.28K ﹤0.01% 4182
2025
Q1 		$12K Buy
583
+115
+25% +$2.46K ﹤0.01% 4029
2024
Q4 		$10K Buy
468
+9
+2% +$198 ﹤0.01% 3898
2024
Q3 		$9K Buy
459
+369
+410% +$7.08K ﹤0.01% 3860
2024
Q2 		$2K Buy
90
+74
+463% +$1.26K ﹤0.01% 4277
2024
Q1 		$0 Buy
16
+4
+33% +$74 ﹤0.01% 4799
2023
Q4 		$0 Hold
12
– – ﹤0.01% 4556
2023
Q3 		$0 Buy
+12
New +$222 ﹤0.01% 4561
2023
Q2 		– Sell
-39
Closed -$1K – 4483
2023
Q1 		$1K Sell
39
-77
-66% -$1.64K ﹤0.01% 3959
2022
Q4 		$3K Buy
+116
New +$2.67K ﹤0.01% 3469
2022
Q3 		– Sell
-42
Closed -$1K – 4216
2022
Q2 		$1K Sell
42
-32
-43% -$797 ﹤0.01% 3676
2022
Q1 		$2K Buy
+74
New +$2.19K ﹤0.01% 3249

Other funds holding WTBA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WTBA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its West Bancorporation (WTBA) stake by 10% in Q1 2026, selling an estimated $4.63K and leaving 1,665 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3971.

Carson Wealth (CWM LLC) first reported a position in WTBA in Q1 2022 and has held it in 15 quarters since. The position peaked at $41K in Q4 2025. 110 funds tracked by Wall St. Rank hold WTBA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,665 shares of West Bancorporation worth $39.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 194 West Bancorporation shares in Q1 2026, an estimated $4.63K.
  • West Bancorporation made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3971 holding.
  • Carson Wealth (CWM LLC) first reported a position in West Bancorporation in Q1 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s West Bancorporation position peaked at $41K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held West Bancorporation as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.