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SBI Securities’s Bridgewater Bancshares BWB Stock Holding History

SBI Securities’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 		$42 Sell
2
-41
-95% -$777 ﹤0.01% 3706
2026
Q1 		$761 Hold
43
– – ﹤0.01% 2753
2025
Q4 		$754 Hold
43
– – ﹤0.01% 2736
2025
Q3 		$757 Hold
43
– – ﹤0.01% 2810
2025
Q2 		$684 Hold
43
– – ﹤0.01% 2834
2025
Q1 		$597 Hold
43
– – ﹤0.01% 2797
2024
Q4 		$581 Buy
+43
New +$632 ﹤0.01% 2840

Other funds holding BWB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SBI Securities's BWB Position: Q2 2026 in Review

SBI Securities reduced its Bridgewater Bancshares (BWB) stake by 95% in Q2 2026, selling an estimated $777 and leaving 2 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

SBI Securities first reported a position in BWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $761 in Q1 2026. 151 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • SBI Securities held 2 shares of Bridgewater Bancshares worth $42 as of Q2 2026.
  • SBI Securities sold 41 Bridgewater Bancshares shares in Q2 2026, an estimated $777.
  • Bridgewater Bancshares made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3706 holding.
  • SBI Securities first reported a position in Bridgewater Bancshares in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Bridgewater Bancshares position peaked at $761 in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.