Cetera Investment Advisers
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Cetera Investment Advisers’s Bridgewater Bancshares BWB Stock Holding History

Cetera Investment Advisers’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 		$305K Buy
17,235
+1,059
+7% +$19.4K ﹤0.01% 3966
2025
Q4 		$284K Hold
16,176
– – ﹤0.01% 3945
2025
Q3 		$285K Buy
16,176
+46
+0.3% +$751 ﹤0.01% 3868
2025
Q2 		$257K Sell
16,130
-335
-2% -$4.91K ﹤0.01% 3523
2025
Q1 		$229K Sell
16,465
-3,537
-18% -$49.3K ﹤0.01% 3503
2024
Q4 		$270K Sell
20,002
-731
-4% -$10.7K ﹤0.01% 3193
2024
Q3 		$294K Buy
+20,733
New +$278K ﹤0.01% 3082

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

Cetera Investment Advisers's BWB Position: Q1 2026 in Review

Cetera Investment Advisers increased its Bridgewater Bancshares (BWB) stake by 6.5% in Q1 2026, buying an estimated $19.4K and bringing the position to 17,235 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3966.

Cetera Investment Advisers first reported a position in BWB in Q3 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Cetera Investment Advisers held 17,235 shares of Bridgewater Bancshares worth $305K as of Q1 2026.
  • Cetera Investment Advisers bought 1,059 Bridgewater Bancshares shares in Q1 2026, an estimated $19.4K.
  • Bridgewater Bancshares made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3966 holding.
  • Cetera Investment Advisers first reported a position in Bridgewater Bancshares in Q3 2024 and has held it in 7 quarters since.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.