HI
BWB icon

Harbour Investments’s Bridgewater Bancshares BWB Stock Holding History

Harbour Investments’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 		$103K Buy
+5,802
New +$106K ﹤0.01% 1923
2021
Q4 		– Sell
-887
Closed -$16K – 2757
2021
Q3 		$16K Hold
887
– – ﹤0.01% 2403
2021
Q2 		$14K Hold
887
– – ﹤0.01% 2525
2021
Q1 		$14K Buy
+887
New +$13.1K ﹤0.01% 2393

Other funds holding BWB

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

Harbour Investments's BWB Position: Q1 2026 in Review

Harbour Investments opened a new position in Bridgewater Bancshares (BWB) in Q1 2026: 5,802 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1923 among its holdings. This is a return to the name: Harbour Investments previously reported a position in BWB as recently as Q3 2021.

Harbour Investments first reported a position in BWB in Q1 2021 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Harbour Investments held 5,802 shares of Bridgewater Bancshares worth $103K as of Q1 2026.
  • Bridgewater Bancshares was a new Harbour Investments position in Q1 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1923 holding.
  • Harbour Investments first reported a position in Bridgewater Bancshares in Q1 2021 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.