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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
Q2 		$2.65K Buy
126
+81
+180% +$1.53K ﹤0.01% 4104
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 $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

IFP Advisors's BWB Position: Q2 2026 in Review

IFP Advisors increased its Bridgewater Bancshares (BWB) stake by 180% in Q2 2026, buying an estimated $1.53K and bringing the position to 126 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4104.

IFP Advisors first reported a position in BWB in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • IFP Advisors held 126 shares of Bridgewater Bancshares worth $2.65K as of Q2 2026.
  • IFP Advisors bought 81 Bridgewater Bancshares shares in Q2 2026, an estimated $1.53K.
  • Bridgewater Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4104 holding.
  • IFP Advisors first reported a position in Bridgewater Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.