Root Financial Partners
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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
Q3 		$1.11K Buy
+55
New +$1.17K ﹤0.01% 2901
2026
Q2 		– Sell
-20
Closed -$354 – 830
2026
Q1 		$354 Buy
+20
New +$367 ﹤0.01% 2980

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Root Financial Partners's BWB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bridgewater Bancshares (BWB) in Q3 2026: 55 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #2901 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BWB as recently as Q1 2026.

Root Financial Partners first reported a position in BWB in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold BWB as of Q3 2026.

  • Root Financial Partners held 55 shares of Bridgewater Bancshares worth $1.11K as of Q3 2026.
  • Bridgewater Bancshares was a new Root Financial Partners position in Q3 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2901 holding.
  • Root Financial Partners first reported a position in Bridgewater Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.