JNBA Financial Advisors’s Bridgewater Bancshares BWB Stock Holding History

JNBA Financial 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 Q1	–	Sell	-5,000	Closed	-$87.7K	–	830
2025 Q4	$87.7K	Hold	5,000	–	–	0.01%	252
2025 Q3	$88K	Hold	5,000	–	–	0.01%	244
2025 Q2	$79.5K	Hold	5,000	–	–	0.01%	247
2025 Q1	$69.5K	Hold	5,000	–	–	0.01%	246
2024 Q4	$67.5K	Hold	5,000	–	–	0.01%	259
2024 Q3	$70.8K	Hold	5,000	–	–	0.01%	256
2024 Q2	$58K	Hold	5,000	–	–	0.01%	272
2024 Q1	$58.2K	Hold	5,000	–	–	0.01%	273
2023 Q4	$67.6K	Hold	5,000	–	–	0.01%	259
2023 Q3	$47.4K	Hold	5,000	–	–	0.01%	282
2023 Q2	$49.3K	Hold	5,000	–	–	0.01%	281
2023 Q1	$54.2K	Hold	5,000	–	–	0.01%	275
2022 Q4	$88.7K	Hold	5,000	–	–	0.01%	237
2022 Q3	$82K	Hold	5,000	–	–	0.01%	237
2022 Q2	$81K	Hold	5,000	–	–	0.01%	239
2022 Q1	$83K	Hold	5,000	–	–	0.01%	243
2021 Q4	$88K	Hold	5,000	–	–	0.01%	248
2021 Q3	$88K	Hold	5,000	–	–	0.01%	236
2021 Q2	$81K	Hold	5,000	–	–	0.01%	245
2021 Q1	$81K	Sell	5,000 -3,000	-38%	-$44.3K	0.01%	242
2020 Q4	$100K	Sell	8,000 -1,000	-11%	-$11.6K	0.02%	211
2020 Q3	$85K	Hold	9,000	–	–	0.02%	203
2020 Q2	$92K	Hold	9,000	–	–	0.02%	186
2020 Q1	$88K	Hold	9,000	–	–	0.02%	182
2019 Q4	$124K	Hold	9,000	–	–	0.02%	172
2019 Q3	$107K	Hold	9,000	–	–	0.02%	171
2019 Q2	$104K	Buy	+9,000	New	+$98K	0.02%	178

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JNBA Financial Advisors's BWB Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Bridgewater Bancshares (BWB) in Q1 2026, closing a stake of 5,000 shares — an estimated $87.7K sold.

JNBA Financial Advisors first reported a position in BWB in Q2 2019 and held it in 27 quarters. The position peaked at $124K in Q4 2019. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

JNBA Financial Advisors reported no remaining Bridgewater Bancshares position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 5,000 Bridgewater Bancshares shares in Q1 2026, an estimated $87.7K.
JNBA Financial Advisors first reported a position in Bridgewater Bancshares in Q2 2019 and held it in 27 quarters.
JNBA Financial Advisors's Bridgewater Bancshares position peaked at $124K in Q4 2019.
140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.