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True Wealth Design’s Bridgewater Bancshares BWB Stock Holding History

True Wealth Design’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
Q3 		$807 Buy
40
+8
+25% +$170 ﹤0.01% 1999
2026
Q2 		$674 Buy
32
+2
+7% +$38 ﹤0.01% 2105
2026
Q1 		$531 Sell
30
-7
-19% -$128 ﹤0.01% 2027
2025
Q4 		$649 Hold
37
– – ﹤0.01% 1865
2025
Q3 		$652 Buy
+37
New +$604 ﹤0.01% 1918
2025
Q2 		– Sell
-31
Closed -$431 – 2607
2025
Q1 		$431 Buy
+31
New +$432 ﹤0.01% 1602

Other funds holding BWB

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's BWB Position: Q3 2026 in Review

True Wealth Design increased its Bridgewater Bancshares (BWB) stake by 25% in Q3 2026, buying an estimated $170 and bringing the position to 40 shares worth $807. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

True Wealth Design first reported a position in BWB in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold BWB as of Q3 2026.

  • True Wealth Design held 40 shares of Bridgewater Bancshares worth $807 as of Q3 2026.
  • True Wealth Design bought 8 Bridgewater Bancshares shares in Q3 2026, an estimated $170.
  • Bridgewater Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1999 holding.
  • True Wealth Design first reported a position in Bridgewater Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.