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Sequoia Financial Advisors’s West Bancorporation WTBA Stock Holding History

Sequoia Financial 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 		$297K Buy
11,186
+448
+4% +$10.9K ﹤0.01% 1679
2026
Q1 		$255K Buy
10,738
+1
+0% +$24 ﹤0.01% 1660
2025
Q4 		$238K Sell
10,737
-33
-0.3% -$713 ﹤0.01% 1709
2025
Q3 		$219K Buy
10,770
+11
+0.1% +$217 ﹤0.01% 1583
2025
Q2 		$211K Sell
10,759
-214
-2% -$4.14K ﹤0.01% 1459
2025
Q1 		$219K Buy
10,973
+270
+3% +$5.77K ﹤0.01% 1217
2024
Q4 		$232K Buy
+10,703
New +$236K ﹤0.01% 1147

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

Sequoia Financial Advisors's WTBA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its West Bancorporation (WTBA) stake by 4.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 11,186 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Sequoia Financial Advisors 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.

  • Sequoia Financial Advisors held 11,186 shares of West Bancorporation worth $297K as of Q2 2026.
  • Sequoia Financial Advisors bought 448 West Bancorporation shares in Q2 2026, an estimated $10.9K.
  • West Bancorporation made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1679 holding.
  • Sequoia Financial Advisors 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.