AWM
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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
Q2 		$573K Buy
27,226
+2,217
+9% +$42K ﹤0.01% 1159
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AE Wealth Management's BWB Position: Q2 2026 in Review

AE Wealth Management increased its Bridgewater Bancshares (BWB) stake by 8.9% in Q2 2026, buying an estimated $42K and bringing the position to 27,226 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

AE Wealth Management first reported a position in BWB in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2022. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • AE Wealth Management held 27,226 shares of Bridgewater Bancshares worth $573K as of Q2 2026.
  • AE Wealth Management bought 2,217 Bridgewater Bancshares shares in Q2 2026, an estimated $42K.
  • Bridgewater Bancshares made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1159 holding.
  • AE Wealth Management first reported a position in Bridgewater Bancshares in Q3 2022 and has held it in 10 quarters since.
  • AE Wealth Management's Bridgewater Bancshares position peaked at $1.24M in Q4 2022.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.