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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
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: Q2 2026 in Review

Root Financial Partners sold out of Bridgewater Bancshares (BWB) in Q2 2026, closing a stake of 20 shares — an estimated $354 sold.

Root Financial Partners first reported a position in BWB in Q1 2026 and held it in 1 quarter. The position peaked at $354 in Q1 2026. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Root Financial Partners reported no remaining Bridgewater Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 Bridgewater Bancshares shares in Q2 2026, an estimated $354.
  • Root Financial Partners first reported a position in Bridgewater Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Bridgewater Bancshares position peaked at $354 in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.