UBS AM’s Bridgewater Bancshares BWB Stock Holding History

UBS AM’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	$8.04K	Hold	382	–	–	﹤0.01%	3321
2026 Q1	$6.76K	Buy	382 +364	+2,022%	+$6.67K	﹤0.01%	3395
2025 Q4	$316	Buy	+18	New	+$312	﹤0.01%	3257

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

UBS AM's BWB Position: Q2 2026 in Review

UBS AM held its Bridgewater Bancshares (BWB) position steady in Q2 2026 at 382 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

UBS AM first reported a position in BWB in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

UBS AM held 382 shares of Bridgewater Bancshares worth $8.04K as of Q2 2026.
UBS AM left its Bridgewater Bancshares share count unchanged in Q2 2026.
Bridgewater Bancshares made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3321 holding.
UBS AM first reported a position in Bridgewater Bancshares in Q4 2025 and has held it in 3 quarters since.
150 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.