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Hillsdale Investment Management’s Bridgewater Bancshares BWB Stock Holding History

Hillsdale Investment Management’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 		$4.92M Buy
234,060
+22,100
+10% +$419K 0.11% 237
2026
Q1 		$3.75M Sell
211,960
-900
-0.4% -$16.5K 0.1% 245
2025
Q4 		$3.73M Buy
212,860
+60,000
+39% +$1.04M 0.1% 267
2025
Q3 		$2.69M Buy
+152,860
New +$2.5M 0.08% 298

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

Hillsdale Investment Management's BWB Position: Q2 2026 in Review

Hillsdale Investment Management increased its Bridgewater Bancshares (BWB) stake by 10% in Q2 2026, buying an estimated $419K and bringing the position to 234,060 shares worth $4.92M. The position accounts for 0.11% of the portfolio, ranked #237.

Hillsdale Investment Management first reported a position in BWB in Q3 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Hillsdale Investment Management held 234,060 shares of Bridgewater Bancshares worth $4.92M as of Q2 2026.
  • Hillsdale Investment Management bought 22,100 Bridgewater Bancshares shares in Q2 2026, an estimated $419K.
  • Bridgewater Bancshares made up 0.11% of Hillsdale Investment Management's portfolio in Q2 2026, its #237 holding.
  • Hillsdale Investment Management first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.