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Arax Advisory Partners’s Bridgewater Bancshares BWB Stock Holding History

Arax Advisory Partners’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 		$44.2K Buy
+2,099
New +$39.8K ﹤0.01% 3381
2025
Q4 		– Sell
-3,951
Closed -$69.5K – 4140
2025
Q3 		$69.5K Buy
+3,951
New +$64.5K ﹤0.01% 1684

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AllianceBernstein
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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

Arax Advisory Partners's BWB Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Bridgewater Bancshares (BWB) in Q2 2026: 2,099 shares worth $44.2K. The stake represents ﹤0.01% of the portfolio and ranks #3381 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BWB as recently as Q3 2025.

Arax Advisory Partners first reported a position in BWB in Q3 2025 and has held it in 2 quarters since. The position peaked at $69.5K in Q3 2025. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Arax Advisory Partners held 2,099 shares of Bridgewater Bancshares worth $44.2K as of Q2 2026.
  • Bridgewater Bancshares was a new Arax Advisory Partners position in Q2 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3381 holding.
  • Arax Advisory Partners first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 2 quarters since.
  • Arax Advisory Partners's Bridgewater Bancshares position peaked at $69.5K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.