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IFP Advisors’s Bridgewater Bancshares BWB Stock Holding History

IFP Advisors’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 		$796 Hold
45
– – ﹤0.01% 4290
2025
Q4 		$789 Sell
45
-15
-25% -$260 ﹤0.01% 4145
2025
Q3 		$1.06K Buy
60
+27
+82% +$441 ﹤0.01% 3945
2025
Q2 		$653 Buy
33
+32
+3,200% +$469 ﹤0.01% 4353
2025
Q1 		$14 Hold
1
– – ﹤0.01% 4205
2024
Q4 		$14 Buy
+1
New +$15 ﹤0.01% 4500

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

IFP Advisors's BWB Position: Q1 2026 in Review

IFP Advisors held its Bridgewater Bancshares (BWB) position steady in Q1 2026 at 45 shares worth $796. The position accounts for ﹤0.01% of the portfolio, ranked #4290.

IFP Advisors first reported a position in BWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06K in Q3 2025. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • IFP Advisors held 45 shares of Bridgewater Bancshares worth $796 as of Q1 2026.
  • IFP Advisors left its Bridgewater Bancshares share count unchanged in Q1 2026.
  • Bridgewater Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4290 holding.
  • IFP Advisors first reported a position in Bridgewater Bancshares in Q4 2024 and has held it in 6 quarters since.
  • IFP Advisors's Bridgewater Bancshares position peaked at $1.06K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.