West Ban Ownership | Who Owns West Ban?
West Ban Ownership Summary
West Ban is owned by 30.95% institutional investors, 11.30% insiders, and 57.76% retail investors. Fmr is the largest institutional shareholder, holding 8.52% of WTBA shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.55% of its assets in West Ban shares.
WTBA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | West Ban | 30.95% | 11.30% | 57.76% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 1.44M | 8.52% | $29.33M |
| Blackrock | 1.20M | 7.17% | $21.46M |
| Blackrock funding, inc. /de | 1.19M | 7.03% | $26.42M |
| Vanguard group | 882.21K | 5.21% | $19.58M |
| Dimensional fund advisors lp | 653.69K | 3.86% | $14.51M |
| West ban | 421.56K | 2.49% | $9.35M |
| Aptus capital advisors | 402.66K | 2.38% | $8.18M |
| Geode capital management | 360.51K | 2.13% | $8.00M |
| State street | 352.93K | 2.08% | $7.17M |
| Legacy bridge | 254.40K | 1.50% | $5.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| West ban | 421.56K | 4.90% | $9.35M |
| Legacy bridge | 254.40K | 2.29% | $5.65M |
| Rhino investment partners | 94.39K | 0.60% | $1.92M |
| Wealthstar advisors | 35.25K | 0.51% | $631.01K |
| Fortress financial group | 17.29K | 0.28% | $383.69K |
| Dmkc advisory services | 14.00K | 0.14% | $310.66K |
| Lexaurum advisors | 24.36K | 0.07% | $494.96K |
| Independent wealth network | 10.35K | 0.07% | $229.73K |
| De lisle partners llp | 24.16K | 0.06% | $491.36K |
| Aptus capital advisors | 402.66K | 0.06% | $8.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhino investment partners | 94.39K | 0.60% | 94.39K |
| Blackrock funding, inc. /de | 1.19M | 0.00% | 57.06K |
| Aptus capital advisors | 402.66K | 0.06% | 53.18K |
| Wealthstar advisors | 35.25K | 0.51% | 35.25K |
| Ubs group | 65.53K | 0.00% | 28.04K |
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 |
| Millennium management | - | - | -27.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rhino investment partners | 94.39K | 0.60% | 94.39K | $1.92M |
| Wealthstar advisors | 35.25K | 0.51% | 35.25K | $631.01K |
| Gsa capital partners llp | 21.60K | 0.04% | 21.60K | $479.00K |
| Bridgeway capital management | 15.02K | 0.01% | 15.02K | $305.29K |
| Dmkc advisory services | 14.00K | 0.14% | 14.00K | $310.66K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 49 | -37.97% | 4,091,771 | -46.08% | 24 | 1.20% | 29 | -30.95% | 9 | -47.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 600.83K | 3.55% | - |
| Vanguard Total Stock Mkt Idx Inv | 506.24K | 2.99% | - |
| Vanguard US Total Market Shares ETF | 449.79K | 2.67% | - |
| iShares Russell 2000 ETF | 399.06K | 2.36% | 45.46K |
| Opus Small Cap Value Plus ETF | 387.35K | 2.29% | 284.76K |
| Avantis US Small Cap Value ETF | 213.24K | 1.26% | 1.98K |
| 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 | 174.74K | 1.03% | 2.11K |
| 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 Q1 | - | - |
| 2025 Q4 | - | 3 |
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | 2 |
WTBA Ownership FAQ
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