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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
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 $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

Hillsdale Investment Management's BWB Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Bridgewater Bancshares (BWB) stake by 0.42% in Q1 2026, selling an estimated $16.5K and leaving 211,960 shares worth $3.75M. The position accounts for 0.1% of the portfolio, ranked #245.

Hillsdale Investment Management first reported a position in BWB in Q3 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Hillsdale Investment Management held 211,960 shares of Bridgewater Bancshares worth $3.75M as of Q1 2026.
  • Hillsdale Investment Management sold 900 Bridgewater Bancshares shares in Q1 2026, an estimated $16.5K.
  • Bridgewater Bancshares made up 0.1% of Hillsdale Investment Management's portfolio in Q1 2026, its #245 holding.
  • Hillsdale Investment Management first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.