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Root Financial Partners’s West Bancorporation WTBA Stock Holding History

Root Financial Partners’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 		– Sell
-12
Closed -$285 – 3200
2026
Q1 		$285 Buy
+12
New +$286 ﹤0.01% 3058

Other funds holding WTBA

WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's WTBA Position: Q2 2026 in Review

Root Financial Partners sold out of West Bancorporation (WTBA) in Q2 2026, closing a stake of 12 shares — an estimated $285 sold.

Root Financial Partners first reported a position in WTBA in Q1 2026 and held it in 1 quarter. The position peaked at $285 in Q1 2026. 27 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Root Financial Partners reported no remaining West Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 12 West Bancorporation shares in Q2 2026, an estimated $285.
  • Root Financial Partners first reported a position in West Bancorporation in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's West Bancorporation position peaked at $285 in Q1 2026.
  • 27 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.