Fortitude Family Office’s Bridgewater Bancshares BWB Stock Holding History

Fortitude Family Office’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 Q1	$2.05K	Hold	116	–	–	﹤0.01%	1278
2025 Q4	$2.03K	Sell	116 -29	-20%	-$503	﹤0.01%	1170
2025 Q3	$2.55K	Hold	145	–	–	﹤0.01%	1110
2025 Q2	$2.31K	Hold	145	–	–	﹤0.01%	1122
2025 Q1	$2.01K	Hold	145	–	–	﹤0.01%	923
2024 Q4	$1.96K	Hold	145	–	–	﹤0.01%	1038
2024 Q3	$2.06K	Hold	145	–	–	﹤0.01%	1000
2024 Q2	$1.68K	Hold	145	–	–	﹤0.01%	827
2024 Q1	$1.69K	Hold	145	–	–	﹤0.01%	844
2023 Q4	$1.96K	Buy	+145	New	+$1.53K	﹤0.01%	873

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Fortitude Family Office's BWB Position: Q1 2026 in Review

Fortitude Family Office held its Bridgewater Bancshares (BWB) position steady in Q1 2026 at 116 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Fortitude Family Office first reported a position in BWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.55K in Q3 2025. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

Fortitude Family Office held 116 shares of Bridgewater Bancshares worth $2.05K as of Q1 2026.
Fortitude Family Office left its Bridgewater Bancshares share count unchanged in Q1 2026.
Bridgewater Bancshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1278 holding.
Fortitude Family Office first reported a position in Bridgewater Bancshares in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's Bridgewater Bancshares position peaked at $2.55K in Q3 2025.
140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.