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Mendon Capital Advisors’s Bridgewater Bancshares BWB Stock Holding History

Mendon Capital 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
Q2 		$2.68M Buy
127,218
+7,218
+6% +$137K 0.95% 35
2026
Q1 		$2.12M Hold
120,000
– – 0.82% 35
2025
Q4 		$2.1M Sell
120,000
-7,530
-6% -$131K 0.62% 48
2025
Q3 		$2.24M Hold
127,530
– – 0.86% 39
2025
Q2 		$2.03M Buy
+127,530
New +$1.87M 0.98% 32

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

Mendon Capital Advisors's BWB Position: Q2 2026 in Review

Mendon Capital Advisors increased its Bridgewater Bancshares (BWB) stake by 6% in Q2 2026, buying an estimated $137K and bringing the position to 127,218 shares worth $2.68M. The position accounts for 0.95% of the portfolio, ranked #35.

Mendon Capital Advisors first reported a position in BWB in Q2 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Mendon Capital Advisors held 127,218 shares of Bridgewater Bancshares worth $2.68M as of Q2 2026.
  • Mendon Capital Advisors bought 7,218 Bridgewater Bancshares shares in Q2 2026, an estimated $137K.
  • Bridgewater Bancshares made up 0.95% of Mendon Capital Advisors's portfolio in Q2 2026, its #35 holding.
  • Mendon Capital Advisors first reported a position in Bridgewater Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Mendon Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.