Franklin Resources
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Franklin Resources’s Bridgewater Bancshares BWB Stock Holding History

Franklin Resources’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 		$516K Buy
29,145
+16,281
+127% +$298K ﹤0.01% 2446
2025
Q4 		$226K Hold
12,864
– – ﹤0.01% 2738
2025
Q3 		$226K Hold
12,864
– – ﹤0.01% 2782
2025
Q2 		$205K Hold
12,864
– – ﹤0.01% 2741
2025
Q1 		$179K Hold
12,864
– – ﹤0.01% 2717
2024
Q4 		$174K Buy
+12,864
New +$189K ﹤0.01% 2674

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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

Franklin Resources's BWB Position: Q1 2026 in Review

Franklin Resources increased its Bridgewater Bancshares (BWB) stake by 127% in Q1 2026, buying an estimated $298K and bringing the position to 29,145 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Franklin Resources first reported a position in BWB in Q4 2024 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Franklin Resources held 29,145 shares of Bridgewater Bancshares worth $516K as of Q1 2026.
  • Franklin Resources bought 16,281 Bridgewater Bancshares shares in Q1 2026, an estimated $298K.
  • Bridgewater Bancshares made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2446 holding.
  • Franklin Resources first reported a position in Bridgewater Bancshares in Q4 2024 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.