Institute for Wealth Management’s Bridgewater Bancshares BWB Stock Holding History

Institute for Wealth 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 Q2	$1.02K	Buy	+48	New	+$910	﹤0.01%	1660

Other funds holding BWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Institute for Wealth Management's BWB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bridgewater Bancshares (BWB) in Q2 2026: 48 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1660 among its holdings.

55 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

Institute for Wealth Management held 48 shares of Bridgewater Bancshares worth $1.02K as of Q2 2026.
Bridgewater Bancshares was a new Institute for Wealth Management position in Q2 2026.
Bridgewater Bancshares made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1660 holding.
55 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.