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Parallel Advisors’s Bridgewater Bancshares BWB Stock Holding History

Parallel 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
2025
Q1 		– Sell
-245
Closed -$3.31K – 3530
2024
Q4 		$3.31K Buy
+245
New +$3.6K ﹤0.01% 2798
2023
Q2 		– Sell
-193
Closed -$2.09K – 3383
2023
Q1 		$2.09K Buy
+193
New +$2.83K ﹤0.01% 2761

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Parallel Advisors's BWB Position: Q1 2025 in Review

Parallel Advisors sold out of Bridgewater Bancshares (BWB) in Q1 2025, closing a stake of 245 shares — an estimated $3.31K sold.

Parallel Advisors first reported a position in BWB in Q1 2023 and held it in 2 quarters. The position peaked at $3.31K in Q4 2024. 113 funds tracked by Wall St. Rank hold BWB as of Q1 2025.

  • Parallel Advisors reported no remaining Bridgewater Bancshares position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 245 Bridgewater Bancshares shares in Q1 2025, an estimated $3.31K.
  • Parallel Advisors first reported a position in Bridgewater Bancshares in Q1 2023 and held it in 2 quarters.
  • Parallel Advisors's Bridgewater Bancshares position peaked at $3.31K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.