West Ban Ownership | Who Owns West Ban?

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West Ban Ownership Summary

West Ban is owned by 50.73% institutional investors, 11.03% insiders, and 38.24% retail investors. Fmr is the largest institutional shareholder, holding 8.52% of WTBA shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.50% of its assets in West Ban shares.

WTBA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	West Ban	50.73%	11.03%	38.24%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Regional Banks Stocks	56.79%	12.57%	30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	1.44M	8.52%	$38.30M
Blackrock funding, inc. /de	1.34M	7.93%	$35.66M
Blackrock	1.20M	7.17%	$21.46M
Vanguard group	882.21K	5.21%	$19.58M
Dimensional fund advisors lp	648.58K	3.83%	$17.21M
Vanguard capital management	647.00K	3.82%	$17.17M
West ban	415.41K	2.45%	$11.02M
Aptus capital advisors	411.05K	2.43%	$10.91M
Geode capital management	395.35K	2.33%	$10.49M
American century companies	377.83K	2.23%	$10.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
West ban	415.41K	4.71%	$11.02M
Legacy bridge	225.58K	1.85%	$5.98M
Wealthstar advisors	35.25K	0.51%	$631.01K
Independent wealth network	14.79K	0.10%	$392.51K
Lexaurum advisors	24.99K	0.08%	$663.07K
Aptus capital advisors	411.05K	0.07%	$10.91M
De lisle partners llp	24.16K	0.07%	$640.45K
Wealthspan partners	8.00K	0.07%	$212.24K
Dmkc advisory services	10.50K	0.05%	$278.56K
City state bank	7.55K	0.05%	$200.41K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	1.34M	0.00%	167.06K
American century companies	377.83K	0.00%	111.17K
Qube research	71.16K	0.00%	71.16K
Two sigma investments, lp	135.26K	0.00%	49.29K
Sixth street partners management company	44.31K	0.00%	44.31K

Top Sellers

Holder	Shares	% Assets	Change
Rhino investment partners	-	-	-224.04K
Wealth enhancement advisory services	-	-	-96.10K
Kennedy capital management	-	-	-54.25K
Vanguard capital management	647.00K	0.00%	-54.07K
Pacific ridge capital partners	-	-	-42.75K

New Positions

Holder	Shares	% Assets	Change	Value
Qube research	71.16K	0.00%	71.16K	$1.89M
Sixth street partners management company	44.31K	0.00%	44.31K	$1.18M
Wealthstar advisors	35.25K	0.51%	35.25K	$631.01K
Panagora asset management	28.23K	0.00%	28.23K	$749.02K
Baker avenue asset management, lp	26.87K	0.01%	26.87K	$712.75K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Mai capital management	-6.00
Root financial partners	-12.00
Capital performance advisors llp	-20.00
Riverview trust	-36.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	113	3.67%	8,593,957	5.14%	50	2.18%	63	46.51%	24	-44.19%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Low-Priced Stock	596.92K	3.50%	-801.00
Vanguard Total Stock Mkt Idx Inv	459.45K	2.70%	-41.39K
Vanguard MStar Total Stk Mkt Idx Invest	459.45K	2.70%	-
Vanguard Morn Total Stk Mkt Idx Investor	459.45K	2.70%	-41.39K
Vanguard US Total Market Shares ETF	449.79K	2.67%	-
Opus Small Cap Value Plus ETF	434.55K	2.55%	-
iShares Russell 2000 ETF	427.87K	2.51%	-7.58K
Avantis US Small Cap Value ETF	354.55K	2.08%	900.00
Pacific Ridge Capital Ptnrs Micro Cp Val	179.92K	1.07%	-10.45K
Fidelity Global Value Growth Eq MF	179.70K	1.06%	-

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 50.73%, followed by 11.03% insiders and 38.24% retail investors. The average institutional ownership in West Ban's industry, Regional Banks Stocks, is 56.79%, 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 funding, inc. /de (1.34M shares, 7.93%), and Blackrock (1.2M shares, 7.17%). Together, they hold 23.62% 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 3.50% of its total shares outstanding invested in 596.92K West Ban shares.

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