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Sequoia Financial Advisors’s Bridgewater Bancshares BWB Stock Holding History

Sequoia Financial Advisors’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 		$407K Buy
+19,354
New +$367K ﹤0.01% 1468

Other funds holding BWB

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sequoia Financial Advisors's BWB Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Bridgewater Bancshares (BWB) in Q2 2026: 19,354 shares worth $407K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings.

9 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Sequoia Financial Advisors held 19,354 shares of Bridgewater Bancshares worth $407K as of Q2 2026.
  • Bridgewater Bancshares was a new Sequoia Financial Advisors position in Q2 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1468 holding.
  • 9 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.