13F-HR: West Bancorporation Inc. Discloses Q1 2025 Investment Portfolio

West Bancorporation Inc. reports its holdings for the quarter ended March 31, 2025, with a total portfolio value of $147.2 million.

Summary

• West Bancorporation Inc. filed its Form 13F holdings report for the quarter ended March 31, 2025.
• The total value of the reported holdings is $147,208,060.
• The report includes 93 holdings.
• The largest holding is in ISHARES Tr RUS 1000 GRW ETF with a value of $12,365,527.
• The second largest holding is in ISHARES Tr RUS 1000 VAL ETF with a value of $12,157,582.
• The third largest holding is in Vanguard Index FDS S&P 500 ETF SHS with a value of $8,345,898.
• The company's own stock, West Bancorporation INC CAP STK, is held with a value of $8,585,307 and 430,557 shares.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, presenting factual information about the company's holdings. The sentiment is neutral as it doesn't contain overtly positive or negative statements.

Industry Context

Form 13F filings are required for institutional investment managers with at least $100 million in assets under management, providing transparency into their investment holdings and strategies. This filing allows investors to understand West Bancorporation's investment decisions and portfolio composition relative to other financial institutions.

Comparison to Industry Standards

• Comparing West Bancorporation's portfolio to similar regional banks and investment firms would require analyzing their respective 13F filings.
• Key metrics for comparison would include portfolio diversification, asset allocation (e.g., percentage in equities, fixed income, ETFs), and top holdings.
• For example, one could compare West Bancorporation's ETF holdings (like IShares and Vanguard funds) to those of firms like State Street or BlackRock to assess alignment with industry trends.
• Analyzing the weighting of specific sectors (e.g., technology, financials) against benchmarks like the S&P 500 can provide insights into the bank's investment strategy.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of West Bancorporation.
• The holdings reflect the bank's investment decisions, which can impact its financial performance.

Key Dates

Keywords

Form 13F, holdings, investment portfolio, institutional investment manager, West Bancorporation, equities