Curi RMB Capital’s Bridgewater Bancshares BWB Stock Holding History

Curi RMB Capital’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	$2.68M	Buy	127,375 +7,363	+6%	+$140K	0.04%	312
2026 Q1	$2.12M	Hold	120,012	–	–	0.04%	323
2025 Q4	$2.1M	Sell	120,012 -7,518	-6%	-$130K	0.04%	330
2025 Q3	$2.24M	Hold	127,530	–	–	0.04%	314
2025 Q2	$2.03M	Buy	+127,530	New	+$1.87M	0.04%	327
2018 Q4	–	Sell	-270,160	Closed	-$3.52M	–	905
2018 Q3	$3.52M	Hold	270,160	–	–	0.08%	262
2018 Q2	$3.44M	Sell	270,160 -4,400	-2%	-$57.2K	0.08%	267
2018 Q1	$3.59M	Buy	+274,560	New	+$3.54M	0.09%	280

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Curi RMB Capital's BWB Position: Q2 2026 in Review

Curi RMB Capital increased its Bridgewater Bancshares (BWB) stake by 6.1% in Q2 2026, buying an estimated $140K and bringing the position to 127,375 shares worth $2.68M. The position accounts for 0.04% of the portfolio, ranked #312.

Curi RMB Capital first reported a position in BWB in Q1 2018 and has held it in 8 quarters since. The position peaked at $3.59M in Q1 2018. 151 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

Curi RMB Capital held 127,375 shares of Bridgewater Bancshares worth $2.68M as of Q2 2026.
Curi RMB Capital bought 7,363 Bridgewater Bancshares shares in Q2 2026, an estimated $140K.
Bridgewater Bancshares made up 0.04% of Curi RMB Capital's portfolio in Q2 2026, its #312 holding.
Curi RMB Capital first reported a position in Bridgewater Bancshares in Q1 2018 and has held it in 8 quarters since.
Curi RMB Capital's Bridgewater Bancshares position peaked at $3.59M in Q1 2018.
151 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.