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Mutual Advisors’s West Bancorporation WTBA Stock Holding History

Mutual 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 		$750K Sell
28,285
-268
-0.9% -$6.52K 0.01% 758
2026
Q1 		$679K Sell
28,553
-298
-1% -$7.11K 0.01% 746
2025
Q4 		$640K Buy
28,851
+470
+2% +$10.2K 0.01% 758
2025
Q3 		$582K Sell
28,381
-293
-1% -$5.77K 0.01% 790
2025
Q2 		$536K Buy
28,674
+2,338
+9% +$45.2K 0.01% 751
2025
Q1 		$501K Sell
26,336
-1,840
-7% -$39.3K 0.01% 709
2024
Q4 		$594K Buy
28,176
+713
+3% +$15.7K 0.02% 647
2024
Q3 		$568K Buy
27,463
+866
+3% +$16.6K 0.02% 661
2024
Q2 		$534K Buy
26,597
+3,544
+15% +$60.2K 0.02% 674
2024
Q1 		$411K Buy
23,053
+3,156
+16% +$58.1K 0.01% 762
2023
Q4 		$422K Buy
19,897
+71
+0.4% +$1.27K 0.01% 704
2023
Q3 		$323K Sell
19,826
-320
-2% -$5.92K 0.01% 755
2023
Q2 		$371K Buy
20,146
+8,515
+73% +$148K 0.01% 732
2023
Q1 		$213K Buy
11,631
+772
+7% +$16.4K 0.01% 908
2022
Q4 		$277K Buy
+10,859
New +$250K 0.01% 763

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

Mutual Advisors's WTBA Position: Q2 2026 in Review

Mutual Advisors reduced its West Bancorporation (WTBA) stake by 0.94% in Q2 2026, selling an estimated $6.52K and leaving 28,285 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #758.

Mutual Advisors first reported a position in WTBA in Q4 2022 and has held it in 15 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Mutual Advisors held 28,285 shares of West Bancorporation worth $750K as of Q2 2026.
  • Mutual Advisors sold 268 West Bancorporation shares in Q2 2026, an estimated $6.52K.
  • West Bancorporation made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #758 holding.
  • Mutual Advisors first reported a position in West Bancorporation in Q4 2022 and has held it in 15 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.