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MCF Advisors’s Bridgewater Bancshares BWB Stock Holding History

MCF Advisors’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 		$7.7K Hold
435
– – ﹤0.01% 1014
2025
Q4 		$7.63K Hold
435
– – ﹤0.01% 880
2025
Q3 		$7.66K Buy
435
+74
+20% +$1.21K ﹤0.01% 729
2025
Q2 		$5.74K Hold
361
– – ﹤0.01% 740
2025
Q1 		$5.01K Hold
361
– – ﹤0.01% 739
2024
Q4 		$4.88K Buy
+361
New +$5.31K ﹤0.01% 764
2023
Q2 		– Sell
-59
Closed -$640 – 869
2023
Q1 		$640 Sell
59
-827
-93% -$12.1K ﹤0.01% 810
2022
Q4 		$15.7K Hold
886
– – ﹤0.01% 478
2022
Q3 		$15K Buy
+886
New +$15.2K ﹤0.01% 501

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
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

MCF Advisors's BWB Position: Q1 2026 in Review

MCF Advisors held its Bridgewater Bancshares (BWB) position steady in Q1 2026 at 435 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

MCF Advisors first reported a position in BWB in Q3 2022 and has held it in 9 quarters since. The position peaked at $15.7K in Q4 2022. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • MCF Advisors held 435 shares of Bridgewater Bancshares worth $7.7K as of Q1 2026.
  • MCF Advisors left its Bridgewater Bancshares share count unchanged in Q1 2026.
  • Bridgewater Bancshares made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #1014 holding.
  • MCF Advisors first reported a position in Bridgewater Bancshares in Q3 2022 and has held it in 9 quarters since.
  • MCF Advisors's Bridgewater Bancshares position peaked at $15.7K in Q4 2022.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.