EverSource Wealth Advisors
BWB icon

EverSource Wealth Advisors’s Bridgewater Bancshares BWB Stock Holding History

EverSource Wealth 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
Q2 		$6.14K Sell
292
-285
-49% -$5.4K ﹤0.01% 3183
2026
Q1 		$10.2K Sell
577
-127
-18% -$2.33K ﹤0.01% 2907
2025
Q4 		$12.3K Sell
704
-156
-18% -$2.71K ﹤0.01% 2696
2025
Q3 		$15.1K Buy
860
+120
+16% +$1.96K ﹤0.01% 2559
2025
Q2 		$11.8K Buy
740
+675
+1,038% +$9.9K ﹤0.01% 2698
2025
Q1 		$903 Buy
65
+13
+25% +$181 ﹤0.01% 3269
2024
Q4 		$703 Hold
52
– – ﹤0.01% 3080
2024
Q3 		$737 Hold
52
– – ﹤0.01% 2782
2024
Q2 		$718 Hold
52
– – ﹤0.01% 2805
2024
Q1 		$566 Hold
52
– – ﹤0.01% 2686
2023
Q4 		$703 Sell
52
-132
-72% -$1.39K ﹤0.01% 2460
2023
Q3 		$1.74K Buy
+184
New +$1.9K ﹤0.01% 2049

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Punch & Associates Investment Management
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EverSource Wealth Advisors's BWB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bridgewater Bancshares (BWB) stake by 49% in Q2 2026, selling an estimated $5.4K and leaving 292 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

EverSource Wealth Advisors first reported a position in BWB in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.1K in Q3 2025. 151 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • EverSource Wealth Advisors held 292 shares of Bridgewater Bancshares worth $6.14K as of Q2 2026.
  • EverSource Wealth Advisors sold 285 Bridgewater Bancshares shares in Q2 2026, an estimated $5.4K.
  • Bridgewater Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3183 holding.
  • EverSource Wealth Advisors first reported a position in Bridgewater Bancshares in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Bridgewater Bancshares position peaked at $15.1K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.