Integrated Wealth Concepts’s Bridgewater Bancshares BWB Stock Holding History

Integrated Wealth Concepts’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	$16.4K	Buy	+781	New	+$14.8K	﹤0.01%	4226

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's BWB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Bridgewater Bancshares (BWB) in Q2 2026: 781 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #4226 among its holdings.

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

Integrated Wealth Concepts held 781 shares of Bridgewater Bancshares worth $16.4K as of Q2 2026.
Bridgewater Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
Bridgewater Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4226 holding.
150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.