Ameriprise
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Ameriprise’s Bridgewater Bancshares BWB Stock Holding History

Ameriprise’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 		$368K Sell
20,779
-10
-0% -$183 ﹤0.01% 3696
2025
Q4 		$364K Buy
20,789
+94
+0.5% +$1.63K ﹤0.01% 3738
2025
Q3 		$364K Sell
20,695
-17,500
-46% -$286K ﹤0.01% 3736
2025
Q2 		$608K Hold
38,195
– – ﹤0.01% 3459
2025
Q1 		$531K Hold
38,195
– – ﹤0.01% 3462
2024
Q4 		$516K Hold
38,195
– – ﹤0.01% 3519
2024
Q3 		$541K Hold
38,195
– – ﹤0.01% 3445
2024
Q2 		$443K Sell
38,195
-64,674
-63% -$739K ﹤0.01% 3457
2024
Q1 		$1.2M Sell
102,869
-1,812
-2% -$22.1K ﹤0.01% 3098
2023
Q4 		$1.42M Buy
104,681
+488
+0.5% +$5.14K ﹤0.01% 3043
2023
Q3 		$988K Buy
104,193
+7,918
+8% +$81.6K ﹤0.01% 3152
2023
Q2 		$948K Buy
96,275
+25,428
+36% +$244K ﹤0.01% 3195
2023
Q1 		$768K Hold
70,847
– – ﹤0.01% 3267
2022
Q4 		$1.26M Sell
70,847
-460
-0.6% -$8.43K ﹤0.01% 3026
2022
Q3 		$1.18M Buy
71,307
+4,937
+7% +$84.5K ﹤0.01% 3043
2022
Q2 		$1.07M Sell
66,370
-481
-0.7% -$7.72K ﹤0.01% 3089
2022
Q1 		$1.11M Buy
66,851
+857
+1% +$14.9K ﹤0.01% 3164
2021
Q4 		$1.17M Buy
65,994
+45,805
+227% +$819K ﹤0.01% 3186
2021
Q3 		$354K Hold
20,189
– – ﹤0.01% 3511
2021
Q2 		$326K Sell
20,189
-3,532
-15% -$59.1K ﹤0.01% 3608
2021
Q1 		$384K Sell
23,721
-3,698
-13% -$54.6K ﹤0.01% 3499
2020
Q4 		$342K Sell
27,419
-3,170
-10% -$36.6K ﹤0.01% 3462
2020
Q3 		$290K Buy
30,589
+547
+2% +$5.23K ﹤0.01% 3436
2020
Q2 		$308K Sell
30,042
-6,940
-19% -$67.2K ﹤0.01% 3359
2020
Q1 		$360K Buy
36,982
+5
+0% +$61 ﹤0.01% 3242
2019
Q4 		$510K Buy
+36,977
New +$469K ﹤0.01% 3321

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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

Ameriprise's BWB Position: Q1 2026 in Review

Ameriprise reduced its Bridgewater Bancshares (BWB) stake by 0.05% in Q1 2026, selling an estimated $183 and leaving 20,779 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #3696.

Ameriprise first reported a position in BWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.42M in Q4 2023. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Ameriprise held 20,779 shares of Bridgewater Bancshares worth $368K as of Q1 2026.
  • Ameriprise sold 10 Bridgewater Bancshares shares in Q1 2026, an estimated $183.
  • Bridgewater Bancshares made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3696 holding.
  • Ameriprise first reported a position in Bridgewater Bancshares in Q4 2019 and has held it in 26 quarters since.
  • Ameriprise's Bridgewater Bancshares position peaked at $1.42M in Q4 2023.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.