Prosperity Consulting Group’s Bridgewater Bancshares BWB Stock Holding History

Prosperity Consulting Group’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	$394K	Hold	22,278	–	–	0.02%	386
2025 Q4	$391K	Hold	22,278	–	–	0.02%	396
2025 Q3	$392K	Hold	22,278	–	–	0.02%	371
2025 Q2	$354K	Hold	22,278	–	–	0.03%	348
2025 Q1	$309K	Hold	22,278	–	–	0.02%	365
2024 Q4	$301K	Hold	22,278	–	–	0.02%	374
2024 Q3	$316K	Hold	22,278	–	–	0.02%	368
2024 Q2	$259K	Hold	22,278	–	–	0.04%	272
2024 Q1	$259K	Hold	22,278	–	–	0.03%	292
2023 Q4	$301K	Hold	22,278	–	–	0.1%	156
2023 Q3	$211K	Buy	+22,278	New	+$230K	0.1%	142

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Prosperity Consulting Group's BWB Position: Q1 2026 in Review

Prosperity Consulting Group held its Bridgewater Bancshares (BWB) position steady in Q1 2026 at 22,278 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #386.

Prosperity Consulting Group first reported a position in BWB in Q3 2023 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

Prosperity Consulting Group held 22,278 shares of Bridgewater Bancshares worth $394K as of Q1 2026.
Prosperity Consulting Group left its Bridgewater Bancshares share count unchanged in Q1 2026.
Bridgewater Bancshares made up 0.02% of Prosperity Consulting Group's portfolio in Q1 2026, its #386 holding.
Prosperity Consulting Group first reported a position in Bridgewater Bancshares in Q3 2023 and has held it in 11 quarters since.
140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.