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
Q2 		$372K Sell
17,688
-11,457
-39% -$217K ﹤0.01% 2661
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

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
PAIM
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

Franklin Resources's BWB Position: Q2 2026 in Review

Franklin Resources reduced its Bridgewater Bancshares (BWB) stake by 39% in Q2 2026, selling an estimated $217K and leaving 17,688 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Franklin Resources first reported a position in BWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q1 2026. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Franklin Resources held 17,688 shares of Bridgewater Bancshares worth $372K as of Q2 2026.
  • Franklin Resources sold 11,457 Bridgewater Bancshares shares in Q2 2026, an estimated $217K.
  • Bridgewater Bancshares made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2661 holding.
  • Franklin Resources first reported a position in Bridgewater Bancshares in Q4 2024 and has held it in 7 quarters since.
  • Franklin Resources's Bridgewater Bancshares position peaked at $516K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.