Parallel Advisors
BWB icon

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
2026
Q3 		$1.05K Hold
52
– – ﹤0.01% 3775
2026
Q2 		$1.09K Buy
+52
New +$985 ﹤0.01% 3671
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 +$2.84K ﹤0.01% 2761

Other funds holding BWB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
Villanova Investment Management
Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Parallel Advisors's BWB Position: Q3 2026 in Review

Parallel Advisors held its Bridgewater Bancshares (BWB) position steady in Q3 2026 at 52 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Parallel Advisors first reported a position in BWB in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.31K in Q4 2024. 40 funds tracked by Wall St. Rank hold BWB as of Q3 2026.

  • Parallel Advisors held 52 shares of Bridgewater Bancshares worth $1.05K as of Q3 2026.
  • Parallel Advisors left its Bridgewater Bancshares share count unchanged in Q3 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3775 holding.
  • Parallel Advisors first reported a position in Bridgewater Bancshares in Q1 2023 and has held it in 4 quarters since.
  • Parallel Advisors's Bridgewater Bancshares position peaked at $3.31K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.