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MAI Capital Management’s Bridgewater Bancshares BWB Stock Holding History

MAI 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 		$266 Buy
15
+1
+7% +$18 ﹤0.01% 4554
2025
Q4 		$246 Buy
+14
New +$243 ﹤0.01% 4000

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AllianceBernstein
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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

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

MAI Capital Management increased its Bridgewater Bancshares (BWB) stake by 7.1% in Q1 2026, buying an estimated $18 and bringing the position to 15 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #4554.

MAI Capital Management first reported a position in BWB in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • MAI Capital Management held 15 shares of Bridgewater Bancshares worth $266 as of Q1 2026.
  • MAI Capital Management bought 1 Bridgewater Bancshares share in Q1 2026, an estimated $18.
  • Bridgewater Bancshares made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4554 holding.
  • MAI Capital Management first reported a position in Bridgewater Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.