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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
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 $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

SBI Securities's BWB Position: Q1 2026 in Review

SBI Securities held its Bridgewater Bancshares (BWB) position steady in Q1 2026 at 43 shares worth $761. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

SBI Securities first reported a position in BWB in Q4 2024 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • SBI Securities held 43 shares of Bridgewater Bancshares worth $761 as of Q1 2026.
  • SBI Securities left its Bridgewater Bancshares share count unchanged in Q1 2026.
  • Bridgewater Bancshares made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #2753 holding.
  • SBI Securities first reported a position in Bridgewater Bancshares in Q4 2024 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.