MAFA
WTBA icon

MJT & Associates Financial Advisory’s West Bancorporation WTBA Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		– Sell
-400
Closed -$7.85K – 522
2025
Q2 		$7.85K Hold
400
– – 0.01% 240
2025
Q1 		$7.98K Buy
+400
New +$8.54K 0.01% 236

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 $200M AUM 18.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
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

MJT & Associates Financial Advisory's WTBA Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of West Bancorporation (WTBA) in Q3 2025, closing a stake of 400 shares — an estimated $7.85K sold.

MJT & Associates Financial Advisory first reported a position in WTBA in Q1 2025 and held it in 2 quarters. The position peaked at $7.98K in Q1 2025. 98 funds tracked by Wall St. Rank hold WTBA as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining West Bancorporation position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 400 West Bancorporation shares in Q3 2025, an estimated $7.85K.
  • MJT & Associates Financial Advisory first reported a position in West Bancorporation in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's West Bancorporation position peaked at $7.98K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held West Bancorporation as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.