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Jeff Yass’s Bridgewater Bancshares BWB Stock Holding History

Jeff Yass’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
2024
Q1 		– Sell
-13,800
Closed -$187K – 12225
2023
Q4 		$187K Buy
+13,800
New +$145K ﹤0.01% 10751

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Jeff Yass's BWB Position: Q3 2025 in Review

Jeff Yass sold out of Bridgewater Bancshares (BWB) in Q3 2025, closing a stake of 28,475 shares — an estimated $453K sold.

Jeff Yass first reported a position in BWB in Q3 2019 and held it in 5 quarters. The position peaked at $453K in Q2 2025. 128 funds tracked by Wall St. Rank hold BWB as of Q3 2025.

  • Jeff Yass reported no remaining Bridgewater Bancshares position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 28,475 Bridgewater Bancshares shares in Q3 2025, an estimated $453K.
  • Jeff Yass first reported a position in Bridgewater Bancshares in Q3 2019 and held it in 5 quarters.
  • Jeff Yass's Bridgewater Bancshares position peaked at $453K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.