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Covestor’s Bridgewater Bancshares BWB Stock Holding History

Covestor’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 		$0 Buy
14
+2
+17% +$38 ﹤0.01% 2502
2026
Q1 		$0 Sell
12
-12
-50% -$220 ﹤0.01% 2283
2025
Q4 		$0 Buy
+24
New +$417 ﹤0.01% 2287
2025
Q2 		– Sell
-16
Closed – – 2230
2025
Q1 		$0 Buy
+16
New +$223 ﹤0.01% 2244
2024
Q4 		– Sell
-4
Closed – – 2256
2024
Q3 		$0 Sell
4
-8
-67% -$107 ﹤0.01% 2241
2024
Q2 		$0 Sell
12
-3
-20% -$34 ﹤0.01% 2255
2024
Q1 		$0 Sell
15
-83
-85% -$1.01K ﹤0.01% 2256
2023
Q4 		$1K Sell
98
-62
-39% -$653 ﹤0.01% 1933
2023
Q3 		$2K Sell
160
-18
-10% -$186 ﹤0.01% 1793
2023
Q2 		$2K Buy
178
+160
+889% +$1.54K ﹤0.01% 1805
2023
Q1 		$0 Buy
18
+6
+50% +$88 ﹤0.01% 2046
2022
Q4 		$0 Buy
12
+8
+200% +$147 ﹤0.01% 2085
2022
Q3 		$0 Buy
+4
New +$68 ﹤0.01% 2017

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

Covestor's BWB Position: Q2 2026 in Review

Covestor increased its Bridgewater Bancshares (BWB) stake by 17% in Q2 2026, buying an estimated $38 and bringing the position to 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Covestor first reported a position in BWB in Q3 2022 and has held it in 13 quarters since. The position peaked at $2K in Q3 2023. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Covestor held 14 shares of Bridgewater Bancshares worth $0 as of Q2 2026.
  • Covestor bought 2 Bridgewater Bancshares shares in Q2 2026, an estimated $38.
  • Bridgewater Bancshares made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2502 holding.
  • Covestor first reported a position in Bridgewater Bancshares in Q3 2022 and has held it in 13 quarters since.
  • Covestor's Bridgewater Bancshares position peaked at $2K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.