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Kennedy Capital Management’s Bridgewater Bancshares BWB Stock Holding History

Kennedy Capital 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 		$5.95M Sell
282,649
-4,293
-1% -$81.3K 0.11% 295
2026
Q1 		$5.08M Buy
286,942
+5,215
+2% +$95.6K 0.11% 294
2025
Q4 		$4.94M Buy
281,727
+9,895
+4% +$172K 0.1% 299
2025
Q3 		$4.78M Buy
271,832
+111,592
+70% +$1.82M 0.11% 302
2025
Q2 		$2.55M Buy
160,240
+69,797
+77% +$1.02M 0.06% 407
2025
Q1 		$1.26M Sell
90,443
-133,354
-60% -$1.86M 0.03% 484
2024
Q4 		$3.02M Buy
223,797
+83,049
+59% +$1.22M 0.07% 429
2024
Q3 		$1.99M Buy
140,748
+28,316
+25% +$379K 0.04% 512
2024
Q2 		$1.31M Sell
112,432
-7,485
-6% -$85.5K 0.03% 562
2024
Q1 		$1.4M Buy
+119,917
New +$1.46M 0.03% 582
2018
Q2 		– Sell
-76,124
Closed -$995K – 742
2018
Q1 		$995K Buy
+76,124
New +$981K 0.02% 663

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $2.02B AUM 40.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kennedy Capital Management's BWB Position: Q2 2026 in Review

Kennedy Capital Management reduced its Bridgewater Bancshares (BWB) stake by 1.5% in Q2 2026, selling an estimated $81.3K and leaving 282,649 shares worth $5.95M. The position accounts for 0.11% of the portfolio, ranked #295.

Kennedy Capital Management first reported a position in BWB in Q1 2018 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Kennedy Capital Management held 282,649 shares of Bridgewater Bancshares worth $5.95M as of Q2 2026.
  • Kennedy Capital Management sold 4,293 Bridgewater Bancshares shares in Q2 2026, an estimated $81.3K.
  • Bridgewater Bancshares made up 0.11% of Kennedy Capital Management's portfolio in Q2 2026, its #295 holding.
  • Kennedy Capital Management first reported a position in Bridgewater Bancshares in Q1 2018 and has held it in 11 quarters since.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.