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Rothschild Investment LLC’s West Bancorporation WTBA Stock Holding History

Rothschild Investment LLC’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 		$1.46K Buy
55
+26
+90% +$633 ﹤0.01% 2893
2026
Q1 		$690 Hold
29
– – ﹤0.01% 3011
2025
Q4 		$644 Buy
29
+6
+26% +$130 ﹤0.01% 2849
2025
Q3 		$467 Buy
23
+3
+15% +$59 ﹤0.01% 2843
2025
Q2 		$393 Hold
20
– – ﹤0.01% 2813
2025
Q1 		$399 Hold
20
– – ﹤0.01% 2688
2024
Q4 		$433 Buy
+20
New +$441 ﹤0.01% 2589

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

Rothschild Investment LLC's WTBA Position: Q2 2026 in Review

Rothschild Investment LLC increased its West Bancorporation (WTBA) stake by 90% in Q2 2026, buying an estimated $633 and bringing the position to 55 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Rothschild Investment LLC first reported a position in WTBA in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Rothschild Investment LLC held 55 shares of West Bancorporation worth $1.46K as of Q2 2026.
  • Rothschild Investment LLC bought 26 West Bancorporation shares in Q2 2026, an estimated $633.
  • West Bancorporation made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2893 holding.
  • Rothschild Investment LLC first reported a position in West Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.