AE Wealth Management’s Bridgewater Bancshares BWB Stock Holding History

AE Wealth Management’s Portfolio BWB Stock Details BWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$443K	Buy	25,009 +4,261	+21%	+$78.1K	﹤0.01%	1173
2025 Q4	$364K	Buy	20,748 +2,205	+12%	+$38.3K	﹤0.01%	1216
2025 Q3	$326K	Buy	18,543 +2,131	+13%	+$34.8K	﹤0.01%	1151
2025 Q2	$261K	Sell	16,412 -3,107	-16%	-$45.5K	﹤0.01%	1174
2025 Q1	$271K	Sell	19,519 -2,019	-9%	-$28.1K	﹤0.01%	1131
2024 Q4	$291K	Buy	21,538 +11,280	+110%	+$166K	﹤0.01%	1116
2024 Q3	$145K	Buy	+10,258	New	+$137K	﹤0.01%	1198
2023 Q1	–	Sell	-69,866	Closed	-$1.24M	–	1887
2022 Q4	$1.24M	Buy	69,866 +3,451	+5%	+$63.2K	0.01%	908
2022 Q3	$1.09M	Buy	+66,415	New	+$1.14M	0.01%	911

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

AE Wealth Management's BWB Position: Q1 2026 in Review

AE Wealth Management increased its Bridgewater Bancshares (BWB) stake by 21% in Q1 2026, buying an estimated $78.1K and bringing the position to 25,009 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

AE Wealth Management first reported a position in BWB in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.24M in Q4 2022. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

AE Wealth Management held 25,009 shares of Bridgewater Bancshares worth $443K as of Q1 2026.
AE Wealth Management bought 4,261 Bridgewater Bancshares shares in Q1 2026, an estimated $78.1K.
Bridgewater Bancshares made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1173 holding.
AE Wealth Management first reported a position in Bridgewater Bancshares in Q3 2022 and has held it in 9 quarters since.
AE Wealth Management's Bridgewater Bancshares position peaked at $1.24M in Q4 2022.
140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.