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Palouse Capital Management’s Bridgewater Bancshares BWB Stock Holding History

Palouse Capital Management’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 		$101K Hold
4,814
– – 0.06% 97
2026
Q1 		$85.2K Sell
4,814
-1,238
-20% -$22.7K 0.06% 99
2025
Q4 		$106K Sell
6,052
-350
-5% -$6.07K 0.07% 87
2025
Q3 		$113K Buy
+6,402
New +$105K 0.07% 88

Other funds holding BWB

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 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

Palouse Capital Management's BWB Position: Q2 2026 in Review

Palouse Capital Management held its Bridgewater Bancshares (BWB) position steady in Q2 2026 at 4,814 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #97.

Palouse Capital Management first reported a position in BWB in Q3 2025 and has held it in 4 quarters since. The position peaked at $113K in Q3 2025. 10 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Palouse Capital Management held 4,814 shares of Bridgewater Bancshares worth $101K as of Q2 2026.
  • Palouse Capital Management left its Bridgewater Bancshares share count unchanged in Q2 2026.
  • Bridgewater Bancshares made up 0.06% of Palouse Capital Management's portfolio in Q2 2026, its #97 holding.
  • Palouse Capital Management first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Palouse Capital Management's Bridgewater Bancshares position peaked at $113K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.