Simplex Trading
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Simplex Trading’s Bridgewater Bancshares BWB Stock Holding History

Simplex Trading’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 		$7.56K Buy
+427
New +$7.83K ﹤0.01% 7591
2024
Q4 		– Sell
-16
Closed – – 8561
2024
Q3 		$0 Buy
+16
New +$214 ﹤0.01% 8538
2024
Q1 		– Sell
-743
Closed -$10K – 8873
2023
Q4 		$10K Buy
+743
New +$7.82K ﹤0.01% 7406

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

Simplex Trading's BWB Position: Q1 2026 in Review

Simplex Trading opened a new position in Bridgewater Bancshares (BWB) in Q1 2026: 427 shares worth $7.56K. The stake represents ﹤0.01% of the portfolio and ranks #7591 among its holdings. This is a return to the name: Simplex Trading previously reported a position in BWB as recently as Q3 2024.

Simplex Trading first reported a position in BWB in Q4 2023 and has held it in 3 quarters since. The position peaked at $10K in Q4 2023. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

  • Simplex Trading held 427 shares of Bridgewater Bancshares worth $7.56K as of Q1 2026.
  • Bridgewater Bancshares was a new Simplex Trading position in Q1 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7591 holding.
  • Simplex Trading first reported a position in Bridgewater Bancshares in Q4 2023 and has held it in 3 quarters since.
  • Simplex Trading's Bridgewater Bancshares position peaked at $10K in Q4 2023.
  • 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.