Carson Wealth (CWM LLC)
BWB icon

Carson Wealth (CWM LLC)’s Bridgewater Bancshares BWB Stock Holding History

Carson Wealth (CWM LLC)’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 		$95.5K Sell
5,398
-27
-0.5% -$495 ﹤0.01% 3310
2025
Q4 		$95K Buy
5,425
+56
+1% +$972 ﹤0.01% 3102
2025
Q3 		$94K Buy
5,369
+2,906
+118% +$47.5K ﹤0.01% 3029
2025
Q2 		$39K Buy
2,463
+1,590
+182% +$23.3K ﹤0.01% 3461
2025
Q1 		$12K Buy
873
+150
+21% +$2.09K ﹤0.01% 3988
2024
Q4 		$10K Buy
723
+99
+16% +$1.46K ﹤0.01% 3846
2024
Q3 		$9K Buy
624
+273
+78% +$3.65K ﹤0.01% 3815
2024
Q2 		$4K Buy
351
+177
+102% +$2.02K ﹤0.01% 3933
2024
Q1 		$2K Sell
174
-8
-4% -$97 ﹤0.01% 3942
2023
Q4 		$2K Sell
182
-33
-15% -$347 ﹤0.01% 3783
2023
Q3 		$2K Buy
215
+45
+26% +$464 ﹤0.01% 3759
2023
Q2 		$2K Buy
170
+149
+710% +$1.43K ﹤0.01% 3758
2023
Q1 		$0 Sell
21
-23
-52% -$338 ﹤0.01% 4066
2022
Q4 		$1K Buy
+44
New +$806 ﹤0.01% 3703

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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BWB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Bridgewater Bancshares (BWB) stake by 0.5% in Q1 2026, selling an estimated $495 and leaving 5,398 shares worth $95.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3310.

Carson Wealth (CWM LLC) first reported a position in BWB in Q4 2022 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,398 shares of Bridgewater Bancshares worth $95.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 27 Bridgewater Bancshares shares in Q1 2026, an estimated $495.
  • Bridgewater Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3310 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bridgewater Bancshares in Q4 2022 and has held it in 14 quarters since.
  • 141 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.