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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
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 $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

IEQ Capital's BWB Position: Q1 2026 in Review

IEQ Capital reduced its Bridgewater Bancshares (BWB) stake by 5.5% in Q1 2026, selling an estimated $13.1K and leaving 12,389 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

IEQ Capital first reported a position in BWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • IEQ Capital held 12,389 shares of Bridgewater Bancshares worth $219K as of Q1 2026.
  • IEQ Capital sold 716 Bridgewater Bancshares shares in Q1 2026, an estimated $13.1K.
  • Bridgewater Bancshares made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1649 holding.
  • IEQ Capital first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 3 quarters since.
  • IEQ Capital's Bridgewater Bancshares position peaked at $230K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.