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MJT & Associates Financial Advisory’s Bridgewater Bancshares BWB Stock Holding History

MJT & Associates Financial Advisory’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 		$21K Hold
1,000
– – 0.01% 127
2026
Q1 		$17.7K Hold
1,000
– – 0.01% 128
2025
Q4 		$17.5K Hold
1,000
– – 0.01% 135
2025
Q3 		$17.6K Hold
1,000
– – 0.01% 135
2025
Q2 		$15.9K Hold
1,000
– – 0.02% 168
2025
Q1 		$13.9K Buy
+1,000
New +$13.9K 0.01% 180

Other funds holding BWB

TA
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MJT & Associates Financial Advisory's BWB Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Bridgewater Bancshares (BWB) position steady in Q2 2026 at 1,000 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #127.

MJT & Associates Financial Advisory first reported a position in BWB in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • MJT & Associates Financial Advisory held 1,000 shares of Bridgewater Bancshares worth $21K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Bridgewater Bancshares share count unchanged in Q2 2026.
  • Bridgewater Bancshares made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #127 holding.
  • MJT & Associates Financial Advisory first reported a position in Bridgewater Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.