SignatureFD’s Bridgewater Bancshares BWB Stock Holding History

SignatureFD’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	$1.82K	Sell	103 -33	-24%	-$605	﹤0.01%	3078
2025 Q4	$2.38K	Buy	+136	New	+$2.36K	﹤0.01%	2925
2024 Q1	–	Sell	-25	Closed	-$338	–	3181
2023 Q4	$338	Buy	+25	New	+$263	﹤0.01%	3011
2023 Q2	–	Sell	-3,573	Closed	-$38.7K	–	3251
2023 Q1	$38.7K	Buy	+3,573	New	+$52.5K	﹤0.01%	1514
2022 Q2	–	Sell	-83	Closed	-$1K	–	3131
2022 Q1	$1K	Hold	83	–	–	﹤0.01%	2952
2021 Q4	$1K	Hold	83	–	–	﹤0.01%	2881
2021 Q3	$1K	Sell	83 -34	-29%	-$552	﹤0.01%	2785
2021 Q2	$2K	Sell	117 -45	-28%	-$754	﹤0.01%	2541
2021 Q1	$3K	Buy	+162	New	+$2.39K	﹤0.01%	2316

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SignatureFD's BWB Position: Q1 2026 in Review

SignatureFD reduced its Bridgewater Bancshares (BWB) stake by 24% in Q1 2026, selling an estimated $605 and leaving 103 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

SignatureFD first reported a position in BWB in Q1 2021 and has held it in 9 quarters since. The position peaked at $38.7K in Q1 2023. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

SignatureFD held 103 shares of Bridgewater Bancshares worth $1.82K as of Q1 2026.
SignatureFD sold 33 Bridgewater Bancshares shares in Q1 2026, an estimated $605.
Bridgewater Bancshares made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #3078 holding.
SignatureFD first reported a position in Bridgewater Bancshares in Q1 2021 and has held it in 9 quarters since.
SignatureFD's Bridgewater Bancshares position peaked at $38.7K in Q1 2023.
140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.