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CSM Advisors’s Bridgewater Bancshares BWB Stock Holding History

CSM 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
Q1 		$3.19M Sell
180,620
-745
-0.4% -$13.7K 0.08% 278
2025
Q4 		$3.18M Buy
181,365
+355
+0.2% +$6.16K 0.09% 238
2025
Q3 		$3.19M Sell
181,010
-5,940
-3% -$97K 0.09% 255
2025
Q2 		$2.97M Buy
+186,950
New +$2.74M 0.09% 254

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

CSM Advisors's BWB Position: Q1 2026 in Review

CSM Advisors reduced its Bridgewater Bancshares (BWB) stake by 0.41% in Q1 2026, selling an estimated $13.7K and leaving 180,620 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #278.

CSM Advisors first reported a position in BWB in Q2 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • CSM Advisors held 180,620 shares of Bridgewater Bancshares worth $3.19M as of Q1 2026.
  • CSM Advisors sold 745 Bridgewater Bancshares shares in Q1 2026, an estimated $13.7K.
  • Bridgewater Bancshares made up 0.08% of CSM Advisors's portfolio in Q1 2026, its #278 holding.
  • CSM Advisors first reported a position in Bridgewater Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.