JFA
WTBA icon

JNBA Financial Advisors’s West Bancorporation WTBA Stock Holding History

JNBA 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 		$2.65K Hold
100
– – ﹤0.01% 691
2026
Q1 		$2.38K Hold
100
– – ﹤0.01% 711
2025
Q4 		$2.22K Hold
100
– – ﹤0.01% 663
2025
Q3 		$2.03K Hold
100
– – ﹤0.01% 602
2025
Q2 		$1.96K Hold
100
– – ﹤0.01% 598
2025
Q1 		$1.99K Hold
100
– – ﹤0.01% 596
2024
Q4 		$2.17K Buy
+100
New +$2.2K ﹤0.01% 587

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

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

JNBA Financial Advisors held its West Bancorporation (WTBA) position steady in Q2 2026 at 100 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

JNBA Financial Advisors first reported a position in WTBA in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • JNBA Financial Advisors held 100 shares of West Bancorporation worth $2.65K as of Q2 2026.
  • JNBA Financial Advisors left its West Bancorporation share count unchanged in Q2 2026.
  • West Bancorporation made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #691 holding.
  • JNBA Financial Advisors first reported a position in West Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.