West Ban Ownership | Who Owns West Ban?

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West Ban Ownership Summary

West Ban is owned by 16.52% institutional investors, 11.44% insiders, and 72.04% retail investors. Fmr is the largest institutional shareholder, holding 8.52% of WTBA shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.51% of its assets in West Ban shares.

WTBA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	West Ban	16.52%	11.44%	72.04%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Regional Banks Stocks	38.28%	12.80%	48.93%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	1.44M	8.52%	$34.34M
Blackrock	1.20M	7.17%	$21.46M
Blackrock funding, inc. /de	1.18M	6.95%	$28.00M
Vanguard group	882.21K	5.21%	$19.58M
Dimensional fund advisors lp	651.92K	3.85%	$15.51M
West ban	415.41K	2.45%	$11.02M
Aptus capital advisors	408.57K	2.41%	$9.72M
Geode capital management	364.51K	2.15%	$8.67M
State street	342.17K	2.02%	$8.14M
American century companies	266.66K	1.57%	$6.34M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
West ban	415.41K	4.71%	$11.02M
Legacy bridge	245.80K	2.23%	$5.85M
Rhino investment partners	224.04K	1.48%	$5.33M
Wealthstar advisors	35.25K	0.51%	$631.01K
Fortress financial group	14.60K	0.26%	$347.27K
Independent wealth network	14.79K	0.10%	$392.51K
Lexaurum advisors	24.99K	0.08%	$663.07K
Aptus capital advisors	408.57K	0.08%	$9.72M
De lisle partners llp	24.16K	0.07%	$575.99K
Dmkc advisory services	10.50K	0.05%	$278.56K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	96.50K	0.00%	96.50K
American century companies	266.66K	0.00%	87.67K
Two sigma investments, lp	85.98K	0.00%	36.55K
Wealthstar advisors	35.25K	0.51%	35.25K
Citadel advisors	70.37K	0.00%	20.50K

Top Sellers

Holder	Shares	% Assets	Change
Wealth enhancement advisory services	-	-	-96.10K
Kennedy capital management	-	-	-54.25K
Pacific ridge capital partners	-	-	-42.75K
Proficio capital partners	-	-	-36.26K
Barclays	8.79K	0.00%	-17.55K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	96.50K	0.00%	96.50K	$2.30M
Wealthstar advisors	35.25K	0.51%	35.25K	$631.01K
Creative planning	9.33K	0.00%	9.33K	$221.87K
Vanguard global advisers	5.41K	0.00%	5.41K	$128.70K
Advisory services network	200.00	0.00%	200.00	$4.76K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Clearstead advisors	-3.00
Capital performance advisors llp	-20.00
Riverview trust	-36.00
Rise advisors	-56.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	47	-54.37%	2,798,639	-65.47%	16	0.72%	16	-69.81%	17	-37.04%
Dec 31, 2025	70	-27.08%	5,242,543	-32.48%	30	1.47%	28	-36.36%	22	-31.25%
Sep 30, 2025	69	-21.59%	6,630,682	-12.59%	39	1.95%	28	-28.21%	22	-29.03%
Jun 30, 2025	91	5.81%	7,760,890	-0.59%	45	2.13%	40	14.29%	32	-
Mar 31, 2025	86	-2.27%	7,806,944	0.71%	46	2.19%	35	-23.91%	32	52.38%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Low-Priced Stock	597.72K	3.51%	-2.62K
Vanguard Total Stock Mkt Idx Inv	459.45K	2.70%	-41.39K
Vanguard US Total Market Shares ETF	449.79K	2.67%	-
iShares Russell 2000 ETF	439.96K	2.58%	2.61K
Opus Small Cap Value Plus ETF	410.99K	2.41%	-
Avantis US Small Cap Value ETF	324.73K	1.91%	387.00
Pacific Ridge Capital Ptnrs Micro Cp Val	179.92K	1.07%	-10.45K
Fidelity Global Value Growth Eq MF	179.70K	1.06%	-
Vanguard Institutional Extnd Mkt Idx Tr	173.72K	1.02%	-1.89K
Fidelity Series Intrinsic Opps	164.60K	0.97%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 21, 2025	MILLIGAN GEORGE D	-	Sell	$128.17K
Nov 24, 2025	MILLIGAN GEORGE D	-	Sell	$217.10K
Nov 11, 2025	GULLING DOUGLAS R	-	Sell	$171.82K
Feb 19, 2025	NELSON DAVID D	CEO & PRESIDENT	Buy	$14.23K
Nov 20, 2024	NELSON DAVID D	CEO & PRESIDENT	Buy	$14.08K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	-	3
2025 Q2	-	-
2025 Q1	1	-

WTBA Ownership FAQ

Who Owns West Ban?

West Ban shareholders are primarily institutional investors at 16.52%, followed by 11.44% insiders and 72.04% retail investors. The average institutional ownership in West Ban's industry, Regional Banks Stocks, is 38.28%, which West Ban falls below.

Who owns the most shares of West Ban?

West Ban’s largest shareholders are Fmr (1.44M shares, 8.52%), Blackrock (1.2M shares, 7.17%), and Blackrock funding, inc. /de (1.18M shares, 6.95%). Together, they hold 22.63% of West Ban’s total shares outstanding.

Does Blackrock own West Ban?

Yes, BlackRock owns 7.17% of West Ban, totaling 1.2M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 21.46M$. In the last quarter, BlackRock increased its holdings by 15.69K shares, a 1.33% change.

Who is West Ban’s biggest shareholder by percentage of total assets invested?

West ban is West Ban’s biggest shareholder by percentage of total assets invested, with 4.71% of its assets in 415.41K West Ban shares, valued at 11.02M$.

Who is the top mutual fund holder of West Ban shares?

Fidelity Low-Priced Stock is the top mutual fund holder of West Ban shares, with 3.51% of its total shares outstanding invested in 597.72K West Ban shares.

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