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
Q2 		$337K Buy
16,021
+1,359
+9% +$25.8K ﹤0.01% 5357
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

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

LPL Financial's BWB Position: Q2 2026 in Review

LPL Financial increased its Bridgewater Bancshares (BWB) stake by 9.3% in Q2 2026, buying an estimated $25.8K and bringing the position to 16,021 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #5357.

LPL Financial first reported a position in BWB in Q3 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • LPL Financial held 16,021 shares of Bridgewater Bancshares worth $337K as of Q2 2026.
  • LPL Financial bought 1,359 Bridgewater Bancshares shares in Q2 2026, an estimated $25.8K.
  • Bridgewater Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5357 holding.
  • LPL Financial first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.