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SJS Investment Consulting’s Bridgewater Bancshares BWB Stock Holding History

SJS Investment Consulting’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 		$43 Buy
+2
New +$38 ﹤0.01% 2754
2025
Q4 		– Sell
-136
Closed -$2.39K – 2094
2025
Q3 		$2.39K Buy
+136
New +$2.22K ﹤0.01% 794

Other funds holding BWB

VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SJS Investment Consulting's BWB Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Bridgewater Bancshares (BWB) in Q2 2026: 2 shares worth $43. The stake represents ﹤0.01% of the portfolio and ranks #2754 among its holdings. This is a return to the name: SJS Investment Consulting previously reported a position in BWB as recently as Q3 2025.

SJS Investment Consulting first reported a position in BWB in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.39K in Q3 2025. 27 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • SJS Investment Consulting held 2 shares of Bridgewater Bancshares worth $43 as of Q2 2026.
  • Bridgewater Bancshares was a new SJS Investment Consulting position in Q2 2026.
  • Bridgewater Bancshares made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2754 holding.
  • SJS Investment Consulting first reported a position in Bridgewater Bancshares in Q3 2025 and has held it in 2 quarters since.
  • SJS Investment Consulting's Bridgewater Bancshares position peaked at $2.39K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.