LPL Financial
BWB icon

LPL Financial’s Bridgewater Bancshares BWB Stock Holding History

LPL Financial’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 		$260K Buy
14,662
+2,892
+25% +$53K ﹤0.01% 5301
2025
Q4 		$206K Buy
11,770
+855
+8% +$14.8K ﹤0.01% 5427
2025
Q3 		$192K Buy
+10,915
New +$178K ﹤0.01% 5356

Other funds holding BWB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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

LPL Financial's BWB Position: Q1 2026 in Review

LPL Financial increased its Bridgewater Bancshares (BWB) stake by 25% in Q1 2026, buying an estimated $53K and bringing the position to 14,662 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #5301.

LPL Financial first reported a position in BWB in Q3 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • LPL Financial held 14,662 shares of Bridgewater Bancshares worth $260K as of Q1 2026.
  • LPL Financial bought 2,892 Bridgewater Bancshares shares in Q1 2026, an estimated $53K.
  • Bridgewater Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5301 holding.
  • LPL Financial first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.