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NewEdge Advisors’s Bridgewater Bancshares BWB Stock Holding History

NewEdge 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 		$305K Sell
14,492
-349
-2% -$6.61K ﹤0.01% 2474
2026
Q1 		$263K Buy
+14,841
New +$272K ﹤0.01% 2436

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

NewEdge Advisors's BWB Position: Q2 2026 in Review

NewEdge Advisors reduced its Bridgewater Bancshares (BWB) stake by 2.4% in Q2 2026, selling an estimated $6.61K and leaving 14,492 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

NewEdge Advisors first reported a position in BWB in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • NewEdge Advisors held 14,492 shares of Bridgewater Bancshares worth $305K as of Q2 2026.
  • NewEdge Advisors sold 349 Bridgewater Bancshares shares in Q2 2026, an estimated $6.61K.
  • Bridgewater Bancshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2474 holding.
  • NewEdge Advisors first reported a position in Bridgewater Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.