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 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 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

Kennedy Capital Management's BWB Position: Q1 2026 in Review

Kennedy Capital Management increased its Bridgewater Bancshares (BWB) stake by 1.9% in Q1 2026, buying an estimated $95.6K and bringing the position to 286,942 shares worth $5.08M. The position accounts for 0.11% of the portfolio, ranked #294.

Kennedy Capital Management first reported a position in BWB in Q1 2018 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

Kennedy Capital Management held 286,942 shares of Bridgewater Bancshares worth $5.08M as of Q1 2026.
Kennedy Capital Management bought 5,215 Bridgewater Bancshares shares in Q1 2026, an estimated $95.6K.
Bridgewater Bancshares made up 0.11% of Kennedy Capital Management's portfolio in Q1 2026, its #294 holding.
Kennedy Capital Management first reported a position in Bridgewater Bancshares in Q1 2018 and has held it in 10 quarters since.
140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.