Essential Partners’s Bridgewater Bancshares BWB Stock Holding History

Essential Partners’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	$3.77K	Buy	187 +16	+9%	+$340	﹤0.01%	1641
2026 Q2	$3.6K	Buy	171 +4	+2%	+$76	﹤0.01%	1693
2026 Q1	$2.96K	Sell	167 -154	-48%	-$2.82K	﹤0.01%	1831
2025 Q4	$5.63K	Buy	321 +14	+5%	+$243	﹤0.01%	1383
2025 Q3	$5.4K	Buy	307 +252	+458%	+$4.12K	﹤0.01%	1394
2025 Q2	$875	Buy	+55	New	+$806	﹤0.01%	1549

Other funds holding BWB

DSC

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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's BWB Position: Q3 2026 in Review

Essential Partners increased its Bridgewater Bancshares (BWB) stake by 9.4% in Q3 2026, buying an estimated $340 and bringing the position to 187 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Essential Partners first reported a position in BWB in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.63K in Q4 2025. 14 funds tracked by Wall St. Rank hold BWB as of Q3 2026.

Essential Partners held 187 shares of Bridgewater Bancshares worth $3.77K as of Q3 2026.
Essential Partners bought 16 Bridgewater Bancshares shares in Q3 2026, an estimated $340.
Bridgewater Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1641 holding.
Essential Partners first reported a position in Bridgewater Bancshares in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Bridgewater Bancshares position peaked at $5.63K in Q4 2025.
14 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.