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Clearstead Advisors’s Bridgewater Bancshares BWB Stock Holding History

Clearstead Advisors’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 Buy
+2
New +$38 ﹤0.01% 3495
2026
Q1 		– Sell
-2
Closed -$36 – 2338
2025
Q4 		$36 Sell
2
-36
-95% -$625 ﹤0.01% 2640
2025
Q3 		$669 Buy
38
+2
+6% +$33 ﹤0.01% 2691
2025
Q2 		$573 Buy
+36
New +$527 ﹤0.01% 2477

Other funds holding BWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Clearstead Advisors's BWB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Bridgewater Bancshares (BWB) in Q2 2026: 2 shares worth $44. The stake represents ﹤0.01% of the portfolio and ranks #3495 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BWB as recently as Q4 2025.

Clearstead Advisors first reported a position in BWB in Q2 2025 and has held it in 4 quarters since. The position peaked at $669 in Q3 2025. 52 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Clearstead Advisors held 2 shares of Bridgewater Bancshares worth $44 as of Q2 2026.
  • Bridgewater Bancshares was a new Clearstead Advisors position in Q2 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3495 holding.
  • Clearstead Advisors first reported a position in Bridgewater Bancshares in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Bridgewater Bancshares position peaked at $669 in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.