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Legacy Bridge’s West Bancorporation WTBA Stock Holding History

Legacy Bridge’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 		$5.98M Sell
225,579
-20,222
-8% -$492K 1.85% 11
2026
Q1 		$5.85M Sell
245,801
-8,600
-3% -$205K 2.23% 6
2025
Q4 		$5.65M Hold
254,401
– – 2.29% 6
2025
Q3 		$5.17M Sell
254,401
-5,100
-2% -$100K 2.15% 7
2025
Q2 		$5.09M Sell
259,501
-3,000
-1% -$58K 2.42% 5
2025
Q1 		$5.23M Sell
262,501
-3,500
-1% -$74.8K 2.92% 2
2024
Q4 		$5.76M Sell
266,001
-26,575
-9% -$585K 3% 3
2024
Q3 		$5.56M Sell
292,576
-9,943
-3% -$191K 3% 2
2024
Q2 		$5.42M Sell
302,519
-1,660
-0.5% -$28.2K 3.19% 2
2024
Q1 		$5.42M Sell
304,179
-3,500
-1% -$64.4K 3.17% 1
2023
Q4 		$6.52M Hold
307,679
– – 4.23% 1
2023
Q3 		$5.02M Sell
307,679
-5,605
-2% -$104K 3.58% 1
2023
Q2 		$5.77M Sell
313,284
-1,000
-0.3% -$17.4K 3.85% 1
2023
Q1 		$5.74M Sell
314,284
-4,000
-1% -$85K 4.01% 1
2022
Q4 		$8.13M Sell
318,284
-1,000
-0.3% -$23K 5.78% 1
2022
Q3 		$6.64M Sell
319,284
-4,795
-1% -$116K 5.3% 1
2022
Q2 		$7.89M Sell
324,079
-3,900
-1% -$97.2K 5.82% 1
2022
Q1 		$8.92M Sell
327,979
-129,150
-28% -$3.82M 5.21% 1
2021
Q4 		$14.2M Sell
457,129
-2,600
-0.6% -$82K 7.4% 1
2021
Q3 		$13.8M Hold
459,729
– – 7.96% 1
2021
Q2 		$12.8M Sell
459,729
-1,700
-0.4% -$45.5K 7.22% 1
2021
Q1 		$11.1M Sell
461,429
-400
-0.1% -$9.1K 7.19% 1
2020
Q4 		$8.91M Sell
461,829
-3,700
-0.8% -$68.8K 6.46% 1
2020
Q3 		$7.37M Hold
465,529
– – 6.73% 1
2020
Q2 		$8.14M Sell
465,529
-61,050
-12% -$1.05M 8.96% 1
2020
Q1 		$8.61M Sell
526,579
-3,497
-0.7% -$75.5K 10.84% 1
2019
Q4 		$13.6M Buy
530,076
+57,750
+12% +$1.37M 11.28% 1
2019
Q3 		$10.3M Sell
472,326
-58,800
-11% -$1.25M 9.8% 1
2019
Q2 		$11.3M Hold
531,126
– – 10.87% 1
2019
Q1 		$11M Hold
531,126
– – 11.32% 1
2018
Q4 		$10.1M Buy
+531,126
New +$11.2M 12.55% 1

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Bridge's WTBA Position: Q2 2026 in Review

Legacy Bridge reduced its West Bancorporation (WTBA) stake by 8.2% in Q2 2026, selling an estimated $492K and leaving 225,579 shares worth $5.98M. The position accounts for 1.85% of the portfolio, ranked #11.

Legacy Bridge first reported a position in WTBA in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.2M in Q4 2021. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Legacy Bridge held 225,579 shares of West Bancorporation worth $5.98M as of Q2 2026.
  • Legacy Bridge sold 20,222 West Bancorporation shares in Q2 2026, an estimated $492K.
  • West Bancorporation made up 1.85% of Legacy Bridge's portfolio in Q2 2026, its #11 holding.
  • Legacy Bridge first reported a position in West Bancorporation in Q4 2018 and has held it in 31 quarters since.
  • Legacy Bridge's West Bancorporation position peaked at $14.2M in Q4 2021.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.