UBS Group
WTBA icon

UBS Group’s West Bancorporation WTBA Stock Holding History

UBS Group’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 		$702K Sell
26,459
-31,248
-54% -$761K ﹤0.01% 6009
2026
Q1 		$1.37M Sell
57,707
-7,819
-12% -$187K ﹤0.01% 5291
2025
Q4 		$1.45M Buy
65,526
+28,039
+75% +$606K ﹤0.01% 5247
2025
Q3 		$762K Buy
37,487
+652
+2% +$12.8K ﹤0.01% 5778
2025
Q2 		$723K Sell
36,835
-4,823
-12% -$93.3K ﹤0.01% 5707
2025
Q1 		$831K Sell
41,658
-9,935
-19% -$212K ﹤0.01% 5441
2024
Q4 		$1.12M Buy
51,593
+7,167
+16% +$158K ﹤0.01% 5218
2024
Q3 		$845K Buy
44,426
+17,141
+63% +$329K ﹤0.01% 4798
2024
Q2 		$488K Sell
27,285
-12,715
-32% -$216K ﹤0.01% 5023
2024
Q1 		$713K Sell
40,000
-6,450
-14% -$119K ﹤0.01% 4895
2023
Q4 		$985K Sell
46,450
-2,296
-5% -$41K ﹤0.01% 4510
2023
Q3 		$795K Buy
48,746
+10,292
+27% +$190K ﹤0.01% 4286
2023
Q2 		$708K Buy
38,454
+8,972
+30% +$156K ﹤0.01% 4527
2023
Q1 		$539K Buy
29,482
+2,474
+9% +$52.6K ﹤0.01% 4625
2022
Q4 		$690K Buy
27,008
+4,912
+22% +$113K ﹤0.01% 4411
2022
Q3 		$460K Sell
22,096
-5,613
-20% -$135K ﹤0.01% 4410
2022
Q2 		$674K Buy
27,709
+580
+2% +$14.5K ﹤0.01% 4039
2022
Q1 		$738K Sell
27,129
-2,116
-7% -$62.5K ﹤0.01% 4390
2021
Q4 		$909K Sell
29,245
-2,761
-9% -$87.1K ﹤0.01% 4477
2021
Q3 		$961K Buy
32,006
+1,089
+4% +$31.9K ﹤0.01% 4228
2021
Q2 		$858K Sell
30,917
-3,828
-11% -$103K ﹤0.01% 4306
2021
Q1 		$837K Sell
34,745
-10
-0% -$228 ﹤0.01% 4429
2020
Q4 		$671K Sell
34,755
-12,880
-27% -$240K ﹤0.01% 4346
2020
Q3 		$755K Sell
47,635
-8,827
-16% -$149K ﹤0.01% 3851
2020
Q2 		$987K Sell
56,462
-3,794
-6% -$65.5K ﹤0.01% 3515
2020
Q1 		$986K Buy
60,256
+22,411
+59% +$484K ﹤0.01% 3364
2019
Q4 		$970K Buy
37,845
+7,793
+26% +$185K ﹤0.01% 4245
2019
Q3 		$653K Buy
30,052
+11,292
+60% +$240K ﹤0.01% 4331
2019
Q2 		$398K Buy
18,760
+6,860
+58% +$146K ﹤0.01% 4465
2019
Q1 		$246K Sell
11,900
-8,533
-42% -$182K ﹤0.01% 4490
2018
Q4 		$390K Buy
20,433
+5,321
+35% +$112K ﹤0.01% 4450
2018
Q3 		$355K Buy
15,112
+2,949
+24% +$72.4K ﹤0.01% 4648
2018
Q2 		$306K Buy
12,163
+1,769
+17% +$45.1K ﹤0.01% 4673
2018
Q1 		$266K Buy
10,394
+153
+1% +$3.87K ﹤0.01% 4592
2017
Q4 		$258K Sell
10,241
-125
-1% -$3.16K ﹤0.01% 4747
2017
Q3 		$253K Buy
10,366
+866
+9% +$19.6K ﹤0.01% 4690
2017
Q2 		$225K Sell
9,500
-479
-5% -$11K ﹤0.01% 4672
2017
Q1 		$229K Sell
9,979
-3,153
-24% -$72.7K ﹤0.01% 4573
2016
Q4 		$325K Buy
13,132
+5,132
+64% +$112K ﹤0.01% 4428
2016
Q3 		$157K Sell
8,000
-6,170
-44% -$118K ﹤0.01% 4712
2016
Q2 		$264K Sell
14,170
-4,530
-24% -$83.5K ﹤0.01% 4353
2016
Q1 		$341K Buy
18,700
+7,471
+67% +$134K ﹤0.01% 4080
2015
Q4 		$222K Sell
11,229
-3,060
-21% -$60.8K ﹤0.01% 4585
2015
Q3 		$268K Buy
14,289
+5,289
+59% +$101K ﹤0.01% 4406
2015
Q2 		$179K Buy
9,000
+1,000
+13% +$19.1K ﹤0.01% 4961
2015
Q1 		$159K Buy
8,000
+254
+3% +$4.44K ﹤0.01% 5057
2014
Q4 		$132K Buy
+7,746
New +$123K ﹤0.01% 5430

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

UBS Group's WTBA Position: Q2 2026 in Review

UBS Group reduced its West Bancorporation (WTBA) stake by 54% in Q2 2026, selling an estimated $761K and leaving 26,459 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #6009.

UBS Group first reported a position in WTBA in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.45M in Q4 2025. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • UBS Group held 26,459 shares of West Bancorporation worth $702K as of Q2 2026.
  • UBS Group sold 31,248 West Bancorporation shares in Q2 2026, an estimated $761K.
  • West Bancorporation made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6009 holding.
  • UBS Group first reported a position in West Bancorporation in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's West Bancorporation position peaked at $1.45M in Q4 2025.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.