EWA
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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% +$9.89K ﹤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

HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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. 38 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.
  • 38 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.