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Pinnacle Wealth Planning Services’s Bridgewater Bancshares BWB Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.7K Hold
1,057
– – ﹤0.01% 1724
2025
Q4 		$18.5K Buy
+1,057
New +$18.3K ﹤0.01% 1757
2021
Q1 		– Sell
-599
Closed -$7K – 582
2020
Q4 		$7K Buy
+599
New +$6.92K ﹤0.01% 1506

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's BWB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Bridgewater Bancshares (BWB) position steady in Q1 2026 at 1,057 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Pinnacle Wealth Planning Services first reported a position in BWB in Q4 2020 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,057 shares of Bridgewater Bancshares worth $18.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Bridgewater Bancshares share count unchanged in Q1 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1724 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bridgewater Bancshares in Q4 2020 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.