Amalgamated Bank’s Bridgewater Bancshares BWB Stock Holding History

Amalgamated Bank’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	–	Sell	-656	Closed	-$11K	–	1810
2025 Q4	$11K	Sell	656 -77	-11%	-$1.34K	﹤0.01%	2362
2025 Q3	$13K	Hold	733	–	–	﹤0.01%	2329
2025 Q2	$12K	Hold	733	–	–	﹤0.01%	2342
2025 Q1	$10K	Hold	733	–	–	﹤0.01%	2357
2024 Q4	$10K	Hold	733	–	–	﹤0.01%	2418
2024 Q3	$10K	Hold	733	–	–	﹤0.01%	2437
2024 Q2	$9K	Hold	733	–	–	﹤0.01%	2493
2024 Q1	$9K	Sell	733 -1,308	-64%	-$15.9K	﹤0.01%	2475
2023 Q4	$28K	Sell	2,041 -218	-10%	-$2.3K	﹤0.01%	2491
2023 Q3	$21K	Buy	2,259 +374	+20%	+$3.86K	﹤0.01%	2626
2023 Q2	$19K	Sell	1,885 -411	-18%	-$3.95K	﹤0.01%	2758
2023 Q1	$25K	Sell	2,296 -482	-17%	-$7.08K	﹤0.01%	2560
2022 Q4	$49K	Hold	2,778	–	–	﹤0.01%	2421
2022 Q3	$46K	Buy	2,778 +4	+0.1%	+$68	﹤0.01%	2492
2022 Q2	$45K	Buy	2,774 +31	+1%	+$498	﹤0.01%	2537
2022 Q1	$46K	Buy	+2,743	New	+$47.8K	﹤0.01%	2520

Other funds holding BWB

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Amalgamated Bank's BWB Position: Q1 2026 in Review

Amalgamated Bank sold out of Bridgewater Bancshares (BWB) in Q1 2026, closing a stake of 656 shares — an estimated $11K sold.

Amalgamated Bank first reported a position in BWB in Q1 2022 and held it in 16 quarters. The position peaked at $49K in Q4 2022. 141 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

Amalgamated Bank reported no remaining Bridgewater Bancshares position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 656 Bridgewater Bancshares shares in Q1 2026, an estimated $11K.
Amalgamated Bank first reported a position in Bridgewater Bancshares in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Bridgewater Bancshares position peaked at $49K in Q4 2022.
141 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.