West Ban Ownership | Who Owns West Ban?
West Ban Ownership Summary
West Ban is owned by 24.31% institutional investors, 10.91% insiders, and 64.79% retail investors. Fmr is the largest institutional shareholder, holding 7.96% of WTBA shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.62% of its assets in West Ban shares.
WTBA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | West Ban | 24.31% | 10.91% | 64.79% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 1.34M | 7.96% | $29.01M |
| Blackrock funding, inc. /de | 1.29M | 7.67% | $27.95M |
| Blackrock | 1.20M | 7.17% | $21.46M |
| Vanguard group | 794.24K | 4.72% | $17.20M |
| Dimensional fund advisors lp | 678.59K | 4.03% | $14.69M |
| West ban | 433.39K | 2.57% | $9.38M |
| State street | 365.22K | 2.18% | $6.54M |
| Geode capital management | 355.37K | 2.11% | $7.69M |
| Aptus capital advisors | 282.40K | 1.68% | $6.11M |
| Legacy bridge | 266.00K | 1.58% | $5.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| West ban | 433.39K | 6.16% | $9.38M |
| Legacy bridge | 266.00K | 3.00% | $5.76M |
| Pacific ridge capital partners | 209.32K | 1.04% | $4.53M |
| Wealthstar advisors | 35.25K | 0.51% | $631.01K |
| Lexaurum advisors | 27.39K | 0.12% | $592.91K |
| De lisle partners llp | 32.16K | 0.10% | $699.46K |
| Independent wealth network | 10.45K | 0.09% | $226.20K |
| Aptus capital advisors | 282.40K | 0.06% | $6.11M |
| City state bank | 8.35K | 0.06% | $180.86K |
| Foster group | 30.77K | 0.03% | $666.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aptus capital advisors | 282.40K | 0.06% | 51.77K |
| Blackrock funding, inc. /de | 1.29M | 0.00% | 38.31K |
| Proficio capital partners | 36.26K | 0.00% | 36.26K |
| Wealthstar advisors | 35.25K | 0.51% | 35.25K |
| Jpmorgan chase | 57.44K | 0.00% | 31.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | - | - | -54.25K |
| Us bancorp \de\ | 23.00K | 0.00% | -32.25K |
| Legacy bridge | 266.00K | 3.00% | -26.57K |
| Jane street group | - | - | -18.67K |
| Vanguard group | 794.24K | 0.00% | -18.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Proficio capital partners | 36.26K | 0.00% | 36.26K | $36.26K |
| Wealthstar advisors | 35.25K | 0.51% | 35.25K | $631.01K |
| Trexquant investment lp | 16.44K | 0.00% | 16.44K | $356.01K |
| Choreo | 15.20K | 0.00% | 15.20K | $267.26K |
| Sequoia financial advisors | 10.70K | 0.00% | 10.70K | $231.73K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Capital performance advisors llp | -20.00 |
| Riverview trust | -36.00 |
| Guardian wealth management | -127.00 |
| Qube research | -132.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 75 | 4.17% | 7,402,210 | 0.49% | 44 | 2.28% | 32 | -8.57% | 24 | 26.32% |
| Dec 31, 2023 | 72 | 5.88% | 7,365,860 | 2.14% | 44 | 2.37% | 35 | 52.17% | 19 | -38.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 608.92K | 3.62% | - |
| iShares Russell 2000 ETF | 494.35K | 2.94% | -4.29K |
| Vanguard Total Stock Mkt Idx Inv | 460.08K | 2.73% | 2.37K |
| Vanguard US Total Market Shares ETF | 449.79K | 2.67% | - |
| Opus Small Cap Value Plus ETF | 318.37K | 1.89% | 545.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 225.90K | 1.34% | 848.00 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 179.92K | 1.07% | -10.45K |
| Fidelity Global Value Growth Eq MF | 179.70K | 1.07% | - |
| Fidelity Series Intrinsic Opps | 164.60K | 0.98% | - |
| Fidelity Small Cap Index | 160.90K | 0.96% | -3.01K |
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 Q1 | 1 | - |
| 2024 Q4 | 1 | 2 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 2 | - |
WTBA Ownership FAQ
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