Covestor
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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
Q3 		$0 Buy
18
+4
+29% +$85 ﹤0.01% 2390
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 $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Villanova Investment Management
Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Covestor's BWB Position: Q3 2026 in Review

Covestor increased its Bridgewater Bancshares (BWB) stake by 29% in Q3 2026, buying an estimated $85 and bringing the position to 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Covestor first reported a position in BWB in Q3 2022 and has held it in 14 quarters since. The position peaked at $2K in Q3 2023. 72 funds tracked by Wall St. Rank hold BWB as of Q3 2026.

  • Covestor held 18 shares of Bridgewater Bancshares worth $0 as of Q3 2026.
  • Covestor bought 4 Bridgewater Bancshares shares in Q3 2026, an estimated $85.
  • Bridgewater Bancshares made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2390 holding.
  • Covestor first reported a position in Bridgewater Bancshares in Q3 2022 and has held it in 14 quarters since.
  • Covestor's Bridgewater Bancshares position peaked at $2K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.