Osaic Holdings
WTBA icon

Osaic Holdings’s West Bancorporation WTBA Stock Holding History

Osaic Holdings’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 		$194K Hold
7,299
– – ﹤0.01% 4461
2026
Q1 		$174K Hold
7,299
– – ﹤0.01% 4254
2025
Q4 		$162K Hold
7,299
– – ﹤0.01% 4315
2025
Q3 		$146K Buy
7,299
+199
+3% +$3.92K ﹤0.01% 4483
2025
Q2 		$139K Hold
7,100
– – ﹤0.01% 4235
2025
Q1 		$142K Hold
7,100
– – ﹤0.01% 3917
2024
Q4 		$154K Hold
7,100
– – ﹤0.01% 3841
2024
Q3 		$135K Hold
7,100
– – ﹤0.01% 3981
2024
Q2 		$127K Hold
7,100
– – ﹤0.01% 3937
2024
Q1 		$127K Sell
7,100
-48
-0.7% -$883 ﹤0.01% 4071
2023
Q4 		$152K Hold
7,148
– – ﹤0.01% 4146
2023
Q3 		$117K Hold
7,148
– – ﹤0.01% 4392
2023
Q2 		$132K Buy
7,148
+1,000
+16% +$17.4K ﹤0.01% 4237
2023
Q1 		$112K Buy
6,148
+2,965
+93% +$63K ﹤0.01% 4348
2022
Q4 		$81K Buy
3,183
+35
+1% +$805 ﹤0.01% 4610
2022
Q3 		$66K Hold
3,148
– – ﹤0.01% 4692
2022
Q2 		$76K Sell
3,148
-14,984
-83% -$373K ﹤0.01% 4634
2022
Q1 		$146K Buy
18,132
+14,984
+476% +$443K ﹤0.01% 4283
2021
Q4 		$97K Hold
3,148
– – ﹤0.01% 4621
2021
Q3 		$94K Hold
3,148
– – ﹤0.01% 4584
2021
Q2 		$87K Sell
3,148
-500
-14% -$13.4K ﹤0.01% 4602
2021
Q1 		$88K Hold
3,648
– – ﹤0.01% 4458
2020
Q4 		$70K Sell
3,648
-3
-0.1% -$56 ﹤0.01% 4314
2020
Q3 		$58K Sell
3,651
-202
-5% -$3.42K ﹤0.01% 4200
2020
Q2 		$68K Sell
3,853
-30
-0.8% -$518 ﹤0.01% 3971
2020
Q1 		$63K Buy
+3,883
New +$83.8K ﹤0.01% 3807

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

Osaic Holdings's WTBA Position: Q2 2026 in Review

Osaic Holdings held its West Bancorporation (WTBA) position steady in Q2 2026 at 7,299 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #4461.

Osaic Holdings first reported a position in WTBA in Q1 2020 and has held it in 26 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Osaic Holdings held 7,299 shares of West Bancorporation worth $194K as of Q2 2026.
  • Osaic Holdings left its West Bancorporation share count unchanged in Q2 2026.
  • West Bancorporation made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4461 holding.
  • Osaic Holdings first reported a position in West Bancorporation in Q1 2020 and has held it in 26 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.