LFG
BWB icon

Larson Financial Group’s Bridgewater Bancshares BWB Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-829
Closed -$11.7K – 2789
2024
Q3 		$11.7K Buy
+829
New +$11.1K ﹤0.01% 1416

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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Larson Financial Group's BWB Position: Q4 2024 in Review

Larson Financial Group sold out of Bridgewater Bancshares (BWB) in Q4 2024, closing a stake of 829 shares — an estimated $11.7K sold.

Larson Financial Group first reported a position in BWB in Q3 2024 and held it in 1 quarter. The position peaked at $11.7K in Q3 2024. 112 funds tracked by Wall St. Rank hold BWB as of Q4 2024.

  • Larson Financial Group reported no remaining Bridgewater Bancshares position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 829 Bridgewater Bancshares shares in Q4 2024, an estimated $11.7K.
  • Larson Financial Group first reported a position in Bridgewater Bancshares in Q3 2024 and held it in 1 quarter.
  • Larson Financial Group's Bridgewater Bancshares position peaked at $11.7K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.