Position in WTBA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$932,900
+$93,470 QoQ
Shares Held
35,164
-0.3% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#29
of 113 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Basepoint Wealth LLC holds $1,379,720 across 12 Banks - Regional names. WTBA ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTBA |
West Bancorporation Inc
This page
|
35,164 | $932,900 | |
| 2 | USB |
US Bancorp De
|
3,610 | $218,044 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
504 | $124,094 | |
| 4 | WTFC |
Wintrust Financial Corp
|
136 | $21,857 | |
| 5 | ALRS |
Alerus Financial Corp
|
685 | $21,303 | |
| 6 | TFC |
Truist Financial Corp
|
379 | $18,881 | |
| 7 | FITB |
Fifth Third Bancorp
|
241 | $13,585 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
5 | $10,403 |
All Filings in WTBA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,900 | 35,164 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $839,430 | 35,285 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $797,020 | 35,918 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $721,299 | 35,497 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $687,638 | 35,030 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $689,943 | 34,601 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $740,776 | 34,216 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $650,446 | 34,216 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $612,466 | 34,216 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $610,071 | 34,216 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $725,379 | 34,216 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $558,062 | 34,216 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $663,625 | 36,047 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $648,785 | 35,511 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $896,907 | 35,104 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $344,134 | 16,537 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||