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Tectonic Advisors’s Bridgewater Bancshares BWB Stock Holding History

Tectonic Advisors’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 		$1.58M Sell
75,122
-24,820
-25% -$470K 0.08% 140
2026
Q1 		$1.77M Buy
99,942
+11,893
+14% +$218K 0.09% 117
2025
Q4 		$1.54M Buy
+88,049
New +$1.53M 0.08% 127

Other funds holding BWB

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
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Tectonic Advisors's BWB Position: Q2 2026 in Review

Tectonic Advisors reduced its Bridgewater Bancshares (BWB) stake by 25% in Q2 2026, selling an estimated $470K and leaving 75,122 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #140.

Tectonic Advisors first reported a position in BWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 10 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Tectonic Advisors held 75,122 shares of Bridgewater Bancshares worth $1.58M as of Q2 2026.
  • Tectonic Advisors sold 24,820 Bridgewater Bancshares shares in Q2 2026, an estimated $470K.
  • Bridgewater Bancshares made up 0.08% of Tectonic Advisors's portfolio in Q2 2026, its #140 holding.
  • Tectonic Advisors first reported a position in Bridgewater Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Tectonic Advisors's Bridgewater Bancshares position peaked at $1.77M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.