Creative Planning’s Bridgewater Bancshares BWB Stock Holding History

Creative Planning’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	$238K	Buy	+11,793	New	+$251K	﹤0.01%	3841

Other funds holding BWB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Creative Planning's BWB Position: Q3 2026 in Review

Creative Planning opened a new position in Bridgewater Bancshares (BWB) in Q3 2026: 11,793 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #3841 among its holdings.

40 funds tracked by Wall St. Rank hold BWB as of Q3 2026.

Creative Planning held 11,793 shares of Bridgewater Bancshares worth $238K as of Q3 2026.
Bridgewater Bancshares was a new Creative Planning position in Q3 2026.
Bridgewater Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3841 holding.
40 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.