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 Q3	$61	Buy	3 +1	+50%	+$21	﹤0.01%	3692
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

Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SBI Securities's BWB Position: Q3 2026 in Review

SBI Securities increased its Bridgewater Bancshares (BWB) stake by 50% in Q3 2026, buying an estimated $21 and bringing the position to 3 shares worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

SBI Securities first reported a position in BWB in Q4 2024 and has held it in 8 quarters since. The position peaked at $761 in Q1 2026. 23 funds tracked by Wall St. Rank hold BWB as of Q3 2026.

SBI Securities held 3 shares of Bridgewater Bancshares worth $61 as of Q3 2026.
SBI Securities bought 1 Bridgewater Bancshares share in Q3 2026, an estimated $21.
Bridgewater Bancshares made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3692 holding.
SBI Securities first reported a position in Bridgewater Bancshares in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Bridgewater Bancshares position peaked at $761 in Q1 2026.
23 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.