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Ellsworth Advisors’s Bowman Consulting BWMN Stock Holding History

Ellsworth Advisors’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,316
Closed -$808K – 168
2025
Q3 		$808K Buy
+18,316
New +$686K 0.17% 114

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Ellsworth Advisors's BWMN Position: Q4 2025 in Review

Ellsworth Advisors sold out of Bowman Consulting (BWMN) in Q4 2025, closing a stake of 18,316 shares — an estimated $808K sold.

Ellsworth Advisors first reported a position in BWMN in Q3 2025 and held it in 1 quarter. The position peaked at $808K in Q3 2025. 128 funds tracked by Wall St. Rank hold BWMN as of Q4 2025.

  • Ellsworth Advisors reported no remaining Bowman Consulting position as of Q4 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 18,316 Bowman Consulting shares in Q4 2025, an estimated $808K.
  • Ellsworth Advisors first reported a position in Bowman Consulting in Q3 2025 and held it in 1 quarter.
  • Ellsworth Advisors's Bowman Consulting position peaked at $808K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Bowman Consulting as of Q4 2025.

Based on Ellsworth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.