Root Financial Partners’s Bridgewater Bancshares BWB Stock Holding History

Root Financial Partners’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	$354	Buy	+20	New	+$367	﹤0.01%	2980

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

Root Financial Partners's BWB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Bridgewater Bancshares (BWB) in Q1 2026: 20 shares worth $354. The stake represents ﹤0.01% of the portfolio and ranks #2980 among its holdings.

141 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

Root Financial Partners held 20 shares of Bridgewater Bancshares worth $354 as of Q1 2026.
Bridgewater Bancshares was a new Root Financial Partners position in Q1 2026.
Bridgewater Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2980 holding.
141 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.