West Ban Ownership | Who Owns West Ban?
West Ban Ownership Summary
West Ban is owned by 45.82% institutional investors, 11.34% insiders, and 42.84% retail investors. Fmr is the largest institutional shareholder, holding 7.96% of WTBA shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.58% of its assets in West Ban shares.
WTBA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | West Ban | 45.82% | 11.34% | 42.84% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 1.34M | 7.96% | $29.01M |
| Blackrock | 1.20M | 7.17% | $21.46M |
| Blackrock funding, inc. /de | 1.18M | 6.99% | $23.25M |
| Vanguard group | 794.24K | 4.72% | $17.20M |
| Dimensional fund advisors lp | 678.59K | 4.03% | $14.69M |
| West ban | 427.72K | 2.53% | $8.40M |
| State street | 365.22K | 2.18% | $6.54M |
| Geode capital management | 355.37K | 2.11% | $7.69M |
| Aptus capital advisors | 349.48K | 2.06% | $6.86M |
| Legacy bridge | 266.00K | 1.58% | $5.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| West ban | 427.72K | 5.30% | $8.40M |
| Legacy bridge | 266.00K | 3.00% | $5.76M |
| Pacific ridge capital partners | 129.81K | 0.61% | $2.55M |
| Wealthstar advisors | 35.25K | 0.51% | $631.01K |
| De lisle partners llp | 32.16K | 0.09% | $628.70K |
| Lexaurum advisors | 27.99K | 0.09% | $549.37K |
| City state bank | 8.35K | 0.06% | $180.86K |
| Aptus capital advisors | 349.48K | 0.06% | $6.86M |
| Foster group | 30.77K | 0.02% | $603.96K |
| Mutual advisors | 28.18K | 0.02% | $593.95K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 51.23K | 0.00% | 51.23K |
| Wealthstar advisors | 35.25K | 0.51% | 35.25K |
| Jpmorgan chase | 57.44K | 0.00% | 31.49K |
| Aptus capital advisors | 349.48K | 0.06% | 31.10K |
| Los angeles capital management | 19.83K | 0.00% | 19.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.18M | 0.00% | -71.16K |
| Pacific ridge capital partners | 129.81K | 0.61% | -70.70K |
| Kennedy capital management | - | - | -54.25K |
| Proficio capital partners | - | - | -36.26K |
| Us bancorp \de\ | 23.00K | 0.00% | -32.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arrowstreet capital, limited partnership | 51.23K | 0.00% | 51.23K | $1.01M |
| Wealthstar advisors | 35.25K | 0.51% | 35.25K | $631.01K |
| Los angeles capital management | 19.83K | 0.00% | 19.83K | $389.26K |
| Marshall wace, llp | 17.98K | 0.00% | 17.98K | $353.03K |
| Trexquant investment lp | 16.44K | 0.00% | 16.44K | $356.01K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Smartleaf asset management | -13.00 |
| Capital performance advisors llp | -20.00 |
| Riverview trust | -36.00 |
| Coldstream capital management | -126.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 77 | 2.67% | 7,527,128 | 1.69% | 44 | 2.30% | 39 | 21.88% | 21 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 605.78K | 3.58% | -1.11K |
| 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 | 430.07K | 2.54% | -8.19K |
| Opus Small Cap Value Plus ETF | 380.02K | 2.24% | 1.15K |
| 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% | - |
| Fidelity Small Cap Index | 162.75K | 0.96% | 833.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 156.83K | 0.93% | -63.93K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 19, 2025 | NELSON DAVID D | CEO & PRESIDENT | Buy | $14.23K |
| Nov 20, 2024 | NELSON DAVID D | CEO & PRESIDENT | Buy | $14.08K |
| Nov 08, 2024 | GULLING DOUGLAS R | - | Sell | $85.03K |
| Nov 08, 2024 | GULLING DOUGLAS R | - | Sell | $9.42K |
| Aug 21, 2024 | NELSON DAVID D | CEO & PRESIDENT | Buy | $13.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | 2 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
WTBA Ownership FAQ
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