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IEQ Capital’s Bridgewater Bancshares BWB Stock Holding History

IEQ Capital’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 		$369K Buy
17,542
+5,153
+42% +$97.6K ﹤0.01% 1539
2026
Q1 		$219K Sell
12,389
-716
-5% -$13.1K ﹤0.01% 1649
2025
Q4 		$230K Buy
13,105
+770
+6% +$13.4K ﹤0.01% 1652
2025
Q3 		$217K Buy
+12,335
New +$201K ﹤0.01% 1653

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 $3.37T AUM 44.26% 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

IEQ Capital's BWB Position: Q2 2026 in Review

IEQ Capital increased its Bridgewater Bancshares (BWB) stake by 42% in Q2 2026, buying an estimated $97.6K and bringing the position to 17,542 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

IEQ Capital first reported a position in BWB in Q3 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • IEQ Capital held 17,542 shares of Bridgewater Bancshares worth $369K as of Q2 2026.
  • IEQ Capital bought 5,153 Bridgewater Bancshares shares in Q2 2026, an estimated $97.6K.
  • Bridgewater Bancshares made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1539 holding.
  • IEQ Capital first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.