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Fortress Financial Group’s West Bancorporation WTBA Stock Holding History

Fortress Financial Group’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 		$309K Sell
11,660
-2,937
-20% -$71.5K 0.15% 62
2026
Q1 		$347K Sell
14,597
-2,694
-16% -$64.3K 0.26% 51
2025
Q4 		$384K Sell
17,291
-737
-4% -$15.9K 0.28% 47
2025
Q3 		$366K Sell
18,028
-1,233
-6% -$24.3K 0.28% 48
2025
Q2 		$378K Buy
19,261
+235
+1% +$4.54K 0.32% 44
2025
Q1 		$379K Buy
19,026
+210
+1% +$4.49K 0.38% 43
2024
Q4 		$407K Buy
+18,816
New +$415K 0.41% 42

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

Fortress Financial Group's WTBA Position: Q2 2026 in Review

Fortress Financial Group reduced its West Bancorporation (WTBA) stake by 20% in Q2 2026, selling an estimated $71.5K and leaving 11,660 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #62.

Fortress Financial Group first reported a position in WTBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q4 2024. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Fortress Financial Group held 11,660 shares of West Bancorporation worth $309K as of Q2 2026.
  • Fortress Financial Group sold 2,937 West Bancorporation shares in Q2 2026, an estimated $71.5K.
  • West Bancorporation made up 0.15% of Fortress Financial Group's portfolio in Q2 2026, its #62 holding.
  • Fortress Financial Group first reported a position in West Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • Fortress Financial Group's West Bancorporation position peaked at $407K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.