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Bleakley Financial Group’s Bridgewater Bancshares BWB Stock Holding History

Bleakley Financial Group’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 		$1.8M Sell
85,503
-1,230
-1% -$23.3K 0.02% 494
2026
Q1 		$1.54M Buy
+86,733
New +$1.59M 0.02% 433

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

Bleakley Financial Group's BWB Position: Q2 2026 in Review

Bleakley Financial Group reduced its Bridgewater Bancshares (BWB) stake by 1.4% in Q2 2026, selling an estimated $23.3K and leaving 85,503 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #494.

Bleakley Financial Group first reported a position in BWB in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Bleakley Financial Group held 85,503 shares of Bridgewater Bancshares worth $1.8M as of Q2 2026.
  • Bleakley Financial Group sold 1,230 Bridgewater Bancshares shares in Q2 2026, an estimated $23.3K.
  • Bridgewater Bancshares made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #494 holding.
  • Bleakley Financial Group first reported a position in Bridgewater Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.