RIL
BWB icon

Rothschild Investment LLC’s Bridgewater Bancshares BWB Stock Holding History

Rothschild Investment LLC’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 		$2.04K Buy
97
+37
+62% +$701 ﹤0.01% 2758
2026
Q1 		$1.06K Buy
60
+8
+15% +$147 ﹤0.01% 2842
2025
Q4 		$912 Buy
52
+2
+4% +$35 ﹤0.01% 2710
2025
Q3 		$880 Buy
50
+5
+11% +$82 ﹤0.01% 2638
2025
Q2 		$716 Buy
+45
New +$659 ﹤0.01% 2613

Other funds holding BWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Rothschild Investment LLC's BWB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Bridgewater Bancshares (BWB) stake by 62% in Q2 2026, buying an estimated $701 and bringing the position to 97 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Rothschild Investment LLC first reported a position in BWB in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Rothschild Investment LLC held 97 shares of Bridgewater Bancshares worth $2.04K as of Q2 2026.
  • Rothschild Investment LLC bought 37 Bridgewater Bancshares shares in Q2 2026, an estimated $701.
  • Bridgewater Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2758 holding.
  • Rothschild Investment LLC first reported a position in Bridgewater Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.