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Coldstream Capital Management’s West Bancorporation WTBA Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-126
Closed -$2.51K – 3384
2025
Q1 		$2.51K Buy
+126
New +$2.69K ﹤0.01% 2934

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Coldstream Capital Management's WTBA Position: Q2 2025 in Review

Coldstream Capital Management sold out of West Bancorporation (WTBA) in Q2 2025, closing a stake of 126 shares — an estimated $2.51K sold.

Coldstream Capital Management first reported a position in WTBA in Q1 2025 and held it in 1 quarter. The position peaked at $2.51K in Q1 2025. 94 funds tracked by Wall St. Rank hold WTBA as of Q2 2025.

  • Coldstream Capital Management reported no remaining West Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 126 West Bancorporation shares in Q2 2025, an estimated $2.51K.
  • Coldstream Capital Management first reported a position in West Bancorporation in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's West Bancorporation position peaked at $2.51K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.