Jim Simons
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Jim Simons’s Bridgewater Bancshares BWB Stock Holding History

Jim Simons’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 		$5.56M Sell
314,347
-12,100
-4% -$222K 0.01% 1322
2025
Q4 		$5.72M Sell
326,447
-62,700
-16% -$1.09M 0.01% 1217
2025
Q3 		$6.85M Sell
389,147
-14,100
-3% -$230K 0.01% 1307
2025
Q2 		$6.42M Buy
403,247
+52,500
+15% +$769K 0.01% 1358
2025
Q1 		$4.87M Sell
350,747
-21,400
-6% -$298K 0.01% 1450
2024
Q4 		$5.03M Sell
372,147
-4,593
-1% -$67.5K 0.01% 1452
2024
Q3 		$5.34M Sell
376,740
-29,103
-7% -$390K 0.01% 1407
2024
Q2 		$4.71M Buy
405,843
+996
+0.2% +$11.4K 0.01% 1337
2024
Q1 		$4.71M Sell
404,847
-27,800
-6% -$339K 0.01% 1446
2023
Q4 		$5.85M Buy
432,647
+54,500
+14% +$574K 0.01% 1252
2023
Q3 		$3.58M Sell
378,147
-5,012
-1% -$51.7K 0.01% 1486
2023
Q2 		$3.77M Sell
383,159
-11,988
-3% -$115K 0.01% 1592
2023
Q1 		$4.28M Sell
395,147
-24,300
-6% -$357K 0.01% 1564
2022
Q4 		$7.44M Sell
419,447
-20,000
-5% -$366K 0.01% 1265
2022
Q3 		$7.24M Sell
439,447
-63,500
-13% -$1.09M 0.01% 1211
2022
Q2 		$8.12M Sell
502,947
-59,683
-11% -$958K 0.01% 1224
2022
Q1 		$9.38M Sell
562,630
-4,217
-0.7% -$73.4K 0.01% 1164
2021
Q4 		$10M Buy
566,847
+4,949
+0.9% +$88.5K 0.01% 1074
2021
Q3 		$9.84M Sell
561,898
-8,749
-2% -$142K 0.01% 1053
2021
Q2 		$9.22M Sell
570,647
-200
-0% -$3.35K 0.01% 1232
2021
Q1 		$9.22M Buy
570,847
+13,700
+2% +$202K 0.01% 1247
2020
Q4 		$6.96M Sell
557,147
-29,100
-5% -$336K 0.01% 1388
2020
Q3 		$5.56M Sell
586,247
-21,120
-3% -$202K 0.01% 1512
2020
Q2 		$6.23M Buy
607,367
+28,520
+5% +$276K 0.01% 1506
2020
Q1 		$5.64M Sell
578,847
-28,900
-5% -$354K 0.01% 1492
2019
Q4 		$8.38M Buy
607,747
+208,161
+52% +$2.64M 0.01% 1552
2019
Q3 		$4.77M Buy
399,586
+234,907
+143% +$2.72M ﹤0.01% 1823
2019
Q2 		$1.9M Buy
164,679
+72,869
+79% +$793K ﹤0.01% 2351
2019
Q1 		$947K Buy
91,810
+44,400
+94% +$486K ﹤0.01% 2690
2018
Q4 		$500K Buy
47,410
+21,010
+80% +$243K ﹤0.01% 2861
2018
Q3 		$344K Buy
+26,400
New +$339K ﹤0.01% 2973

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 $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.73B AUM 27.65% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Jim Simons's BWB Position: Q1 2026 in Review

Jim Simons reduced its Bridgewater Bancshares (BWB) stake by 3.7% in Q1 2026, selling an estimated $222K and leaving 314,347 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #1322.

Jim Simons first reported a position in BWB in Q3 2018 and has held it in 31 quarters since. The position peaked at $10M in Q4 2021. 141 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Jim Simons held 314,347 shares of Bridgewater Bancshares worth $5.56M as of Q1 2026.
  • Jim Simons sold 12,100 Bridgewater Bancshares shares in Q1 2026, an estimated $222K.
  • Bridgewater Bancshares made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1322 holding.
  • Jim Simons first reported a position in Bridgewater Bancshares in Q3 2018 and has held it in 31 quarters since.
  • Jim Simons's Bridgewater Bancshares position peaked at $10M in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.