West Ban Ownership | Who Owns West Ban?
West Ban Ownership Summary
West Ban is owned by 39.15% institutional investors, 11.30% insiders, and 49.55% retail investors. Fmr is the largest institutional shareholder, holding 8.52% of WTBA shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.57% of its assets in West Ban shares.
WTBA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | West Ban | 39.15% | 11.30% | 49.55% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
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 | 1.13M | 6.69% | $23.03M |
| Vanguard group | 875.72K | 5.17% | $17.79M |
| Dimensional fund advisors lp | 655.56K | 3.87% | $13.32M |
| West ban | 424.44K | 2.51% | $8.62M |
| Aptus capital advisors | 402.66K | 2.38% | $8.18M |
| Geode capital management | 362.12K | 2.14% | $7.36M |
| State street | 352.93K | 2.08% | $7.17M |
| Legacy bridge | 254.40K | 1.50% | $5.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| West ban | 424.44K | 4.80% | $8.62M |
| Legacy bridge | 254.40K | 2.15% | $5.17M |
| Rhino investment partners | 94.39K | 0.60% | $1.92M |
| Wealthstar advisors | 35.25K | 0.51% | $631.01K |
| Fortress financial group | 18.03K | 0.28% | $366.33K |
| Pacific ridge capital partners | 42.75K | 0.19% | $868.70K |
| Lexaurum advisors | 24.36K | 0.07% | $494.96K |
| Independent wealth network | 9.93K | 0.06% | $201.77K |
| 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 |
| Aptus capital advisors | 402.66K | 0.06% | 53.18K |
| Goldman sachs group | 55.36K | 0.00% | 41.76K |
| Vanguard group | 875.72K | 0.00% | 37.50K |
| Wealthstar advisors | 35.25K | 0.51% | 35.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealth enhancement advisory services | - | - | -96.10K |
| Pacific ridge capital partners | 42.75K | 0.19% | -87.06K |
| Kennedy capital management | - | - | -54.25K |
| Blackrock funding, inc. /de | 1.13M | 0.00% | -50.82K |
| Proficio capital partners | - | - | -36.26K |
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 |
| Bridgeway capital management | 15.02K | 0.01% | 15.02K | $305.29K |
| Invesco | 11.16K | - | 11.16K | $226.79K |
| Susquehanna group, llp | 10.04K | - | 10.04K | $217.37K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Capital performance advisors llp | -20.00 |
| Riverview trust | -36.00 |
| Coldstream capital management | -126.00 |
| Guardian wealth management | -127.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 79 | 1.28% | 7,589,025 | 0.82% | 45 | 2.25% | 42 | 5.00% | 17 | -19.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 604.16K | 3.57% | -1.62K |
| Vanguard Total Stock Mkt Idx Inv | 489.95K | 2.89% | -7.90K |
| Vanguard US Total Market Shares ETF | 449.79K | 2.67% | - |
| iShares Russell 2000 ETF | 439.51K | 2.59% | - |
| Opus Small Cap Value Plus ETF | 397.33K | 2.35% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 179.92K | 1.07% | -10.45K |
| Fidelity Global Value Growth Eq MF | 179.70K | 1.06% | - |
| Fidelity Series Intrinsic Opps | 164.60K | 0.97% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 156.83K | 0.93% | -63.93K |
| Fidelity Small Cap Index | 156.29K | 0.92% | -6.46K |
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 |
|---|---|---|
| 2025 Q4 | - | 3 |
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | 2 |
| 2024 Q3 | 1 | - |
WTBA Ownership FAQ
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