Smartleaf Asset Management’s Bridgewater Bancshares BWB Stock Holding History

Smartleaf Asset Management’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	$12.3K	Hold	698	–	–	﹤0.01%	2215
2025 Q4	$12.3K	Hold	698	–	–	﹤0.01%	2296
2025 Q3	$11.8K	Buy	698 +397	+132%	+$6.49K	﹤0.01%	2045
2025 Q2	$4.85K	Sell	301 -228	-43%	-$3.34K	﹤0.01%	2069
2025 Q1	$7.36K	Hold	529	–	–	﹤0.01%	2047
2024 Q4	$7.09K	Hold	529	–	–	﹤0.01%	2127
2024 Q3	$7.45K	Buy	+529	New	+$7.08K	﹤0.01%	1931

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

Smartleaf Asset Management's BWB Position: Q1 2026 in Review

Smartleaf Asset Management held its Bridgewater Bancshares (BWB) position steady in Q1 2026 at 698 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Smartleaf Asset Management first reported a position in BWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.3K in Q4 2025. 141 funds tracked by Wall St. Rank hold BWB as of Q1 2026.

Smartleaf Asset Management held 698 shares of Bridgewater Bancshares worth $12.3K as of Q1 2026.
Smartleaf Asset Management left its Bridgewater Bancshares share count unchanged in Q1 2026.
Bridgewater Bancshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2215 holding.
Smartleaf Asset Management first reported a position in Bridgewater Bancshares in Q3 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Bridgewater Bancshares position peaked at $12.3K in Q4 2025.
141 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.