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
Q2 		$259K Sell
12,294
-4,941
-29% -$93.6K ﹤0.01% 4279
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 $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

Cetera Investment Advisers's BWB Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Bridgewater Bancshares (BWB) stake by 29% in Q2 2026, selling an estimated $93.6K and leaving 12,294 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #4279.

Cetera Investment Advisers first reported a position in BWB in Q3 2024 and has held it in 8 quarters since. The position peaked at $305K in Q1 2026. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Cetera Investment Advisers held 12,294 shares of Bridgewater Bancshares worth $259K as of Q2 2026.
  • Cetera Investment Advisers sold 4,941 Bridgewater Bancshares shares in Q2 2026, an estimated $93.6K.
  • Bridgewater Bancshares made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4279 holding.
  • Cetera Investment Advisers first reported a position in Bridgewater Bancshares in Q3 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Bridgewater Bancshares position peaked at $305K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.