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Principal Securities’s West Bancorporation WTBA Stock Holding History

Principal Securities’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
Q4 		– Sell
-950
Closed -$19.3K – 3508
2025
Q3 		$19.3K Hold
950
– – ﹤0.01% 2419
2025
Q2 		$18.6K Hold
950
– – ﹤0.01% 2351
2025
Q1 		$20.6K Hold
950
– – ﹤0.01% 2185
2024
Q4 		$20.6K Hold
950
– – ﹤0.01% 2181
2024
Q3 		$18.1K Hold
950
– – ﹤0.01% 2167
2024
Q2 		$17K Hold
950
– – ﹤0.01% 2143
2024
Q1 		$16.9K Hold
950
– – ﹤0.01% 2095
2023
Q4 		$20.1K Buy
+950
New +$17K ﹤0.01% 1916

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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Principal Securities's WTBA Position: Q4 2025 in Review

Principal Securities sold out of West Bancorporation (WTBA) in Q4 2025, closing a stake of 950 shares — an estimated $19.3K sold.

Principal Securities first reported a position in WTBA in Q4 2023 and held it in 8 quarters. The position peaked at $20.6K in Q1 2025. 104 funds tracked by Wall St. Rank hold WTBA as of Q4 2025.

  • Principal Securities reported no remaining West Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 950 West Bancorporation shares in Q4 2025, an estimated $19.3K.
  • Principal Securities first reported a position in West Bancorporation in Q4 2023 and held it in 8 quarters.
  • Principal Securities's West Bancorporation position peaked at $20.6K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.