West Ban Ownership | Who Owns West Ban?
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 3.54% 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 | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
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 | 418.16K | 2.47% | $9.95M |
| 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 | 418.16K | 4.96% | $9.95M |
| 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 |
| Dmkc advisory services | 10.50K | 0.10% | $249.79K |
| Independent wealth network | 14.70K | 0.10% | $349.67K |
| Lexaurum advisors | 24.75K | 0.08% | $588.87K |
| Aptus capital advisors | 408.57K | 0.08% | $9.72M |
| De lisle partners llp | 24.16K | 0.07% | $575.99K |
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 |
| Lexaurum advisors | 24.75K | 0.08% | 24.75K |
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 |
| Lexaurum advisors | 24.75K | 0.08% | 24.75K | $588.87K |
| Creative planning | 9.33K | 0.00% | 9.33K | $221.87K |
| Vanguard global advisers | 5.41K | 0.00% | 5.41K | $128.70K |
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 | 600.34K | 3.54% | -484.00 |
| Vanguard Total Stock Mkt Idx Inv | 500.85K | 2.94% | -5.40K |
| Vanguard US Total Market Shares ETF | 449.79K | 2.67% | - |
| Opus Small Cap Value Plus ETF | 409.76K | 2.42% | - |
| iShares Russell 2000 ETF | 380.62K | 2.25% | 3.20K |
| Avantis US Small Cap Value ETF | 262.08K | 1.55% | - |
| 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 | 180.22K | 1.06% | 1.20K |
| 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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools