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 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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

True Wealth Design's BWB Position: Q2 2026 in Review

True Wealth Design increased its Bridgewater Bancshares (BWB) stake by 6.7% in Q2 2026, buying an estimated $38 and bringing the position to 32 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

True Wealth Design first reported a position in BWB in Q1 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

True Wealth Design held 32 shares of Bridgewater Bancshares worth $674 as of Q2 2026.
True Wealth Design bought 2 Bridgewater Bancshares shares in Q2 2026, an estimated $38.
Bridgewater Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2105 holding.
True Wealth Design first reported a position in Bridgewater Bancshares in Q1 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.