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Occudo Quantitative Strategies’s Bridgewater Bancshares BWB Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-13,096
Closed -$230K – 758
2025
Q4 		$230K Buy
+13,096
New +$227K 0.02% 564

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VCM
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American Century Companies
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Geode Capital Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
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RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Occudo Quantitative Strategies's BWB Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Bridgewater Bancshares (BWB) in Q1 2026, closing a stake of 13,096 shares — an estimated $230K sold.

Occudo Quantitative Strategies first reported a position in BWB in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Bridgewater Bancshares position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 13,096 Bridgewater Bancshares shares in Q1 2026, an estimated $230K.
  • Occudo Quantitative Strategies first reported a position in Bridgewater Bancshares in Q4 2025 and held it in 1 quarter.
  • Occudo Quantitative Strategies's Bridgewater Bancshares position peaked at $230K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.