Jones Financial Companies
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Jones Financial Companies’s West Bancorporation WTBA Stock Holding History

Jones Financial Companies’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 		$518K Buy
19,199
+7,597
+65% +$185K ﹤0.01% 2202
2026
Q1 		$272K Buy
11,602
+7,782
+204% +$186K ﹤0.01% 2286
2025
Q4 		$84.8K Buy
3,820
+1,409
+58% +$30.4K ﹤0.01% 2274
2025
Q3 		$50.1K Hold
2,411
– – ﹤0.01% 2378
2025
Q2 		$48K Buy
+2,411
New +$46.6K ﹤0.01% 2244

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

Jones Financial Companies's WTBA Position: Q2 2026 in Review

Jones Financial Companies increased its West Bancorporation (WTBA) stake by 65% in Q2 2026, buying an estimated $185K and bringing the position to 19,199 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Jones Financial Companies first reported a position in WTBA in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Jones Financial Companies held 19,199 shares of West Bancorporation worth $518K as of Q2 2026.
  • Jones Financial Companies bought 7,597 West Bancorporation shares in Q2 2026, an estimated $185K.
  • West Bancorporation made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2202 holding.
  • Jones Financial Companies first reported a position in West Bancorporation in Q2 2025 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.