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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
Q2 		$14.7K Hold
698
– – ﹤0.01% 2173
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Smartleaf Asset Management's BWB Position: Q2 2026 in Review

Smartleaf Asset Management held its Bridgewater Bancshares (BWB) position steady in Q2 2026 at 698 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Smartleaf Asset Management first reported a position in BWB in Q3 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Smartleaf Asset Management held 698 shares of Bridgewater Bancshares worth $14.7K as of Q2 2026.
  • Smartleaf Asset Management left its Bridgewater Bancshares share count unchanged in Q2 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2173 holding.
  • Smartleaf Asset Management first reported a position in Bridgewater Bancshares in Q3 2024 and has held it in 8 quarters since.
  • 150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.