UBS Group’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $147K | Sell |
8,306
-1,851
| -18% | -$33.9K | ﹤0.01% | 6799 |
|
|
2025
Q4 | $178K | Sell |
10,157
-8,136
| -44% | -$141K | ﹤0.01% | 6638 |
|
|
2025
Q3 | $322K | Buy |
18,293
+2,120
| +13% | +$34.6K | ﹤0.01% | 6386 |
|
|
2025
Q2 | $257K | Buy |
16,173
+5,092
| +46% | +$74.6K | ﹤0.01% | 6549 |
|
|
2025
Q1 | $154K | Sell |
11,081
-9,717
| -47% | -$135K | ﹤0.01% | 6723 |
|
|
2024
Q4 | $281K | Buy |
20,798
+8,758
| +73% | +$129K | ﹤0.01% | 6235 |
|
|
2024
Q3 | $171K | Buy |
12,040
+5,896
| +96% | +$78.9K | ﹤0.01% | 5992 |
|
|
2024
Q2 | $71.3K | Sell |
6,144
-14,485
| -70% | -$166K | ﹤0.01% | 6413 |
|
|
2024
Q1 | $240K | Sell |
20,629
-889
| -4% | -$10.8K | ﹤0.01% | 5717 |
|
|
2023
Q4 | $291K | Buy |
21,518
+10,381
| +93% | +$109K | ﹤0.01% | 5519 |
|
|
2023
Q3 | $106K | Sell |
11,137
-937
| -8% | -$9.66K | ﹤0.01% | 5802 |
|
|
2023
Q2 | $119K | Buy |
12,074
+2,882
| +31% | +$27.7K | ﹤0.01% | 5863 |
|
|
2023
Q1 | $99.6K | Buy |
9,192
+2,208
| +32% | +$32.4K | ﹤0.01% | 5911 |
|
|
2022
Q4 | $124K | Buy |
+6,984
| New | +$128K | ﹤0.01% | 5905 |
|
|
2022
Q3 | – | Sell |
-269
| Closed | -$4K | – | 10354 |
|
|
2022
Q2 | $4K | Sell |
269
-2,665
| -91% | -$42.8K | ﹤0.01% | 9045 |
|
|
2022
Q1 | $48K | Sell |
2,934
-4,249
| -59% | -$74K | ﹤0.01% | 6533 |
|
|
2021
Q4 | $127K | Buy |
7,183
+5,285
| +278% | +$94.5K | ﹤0.01% | 6079 |
|
|
2021
Q3 | $33K | Buy |
1,898
+1,067
| +128% | +$17.3K | ﹤0.01% | 6661 |
|
|
2021
Q2 | $13K | Sell |
831
-4,353
| -84% | -$72.9K | ﹤0.01% | 7771 |
|
|
2021
Q1 | $84K | Sell |
5,184
-1,099
| -17% | -$16.2K | ﹤0.01% | 6097 |
|
|
2020
Q4 | $78K | Sell |
6,283
-11,247
| -64% | -$130K | ﹤0.01% | 5853 |
|
|
2020
Q3 | $167K | Sell |
17,530
-8,020
| -31% | -$76.7K | ﹤0.01% | 4902 |
|
|
2020
Q2 | $261K | Buy |
25,550
+12,432
| +95% | +$120K | ﹤0.01% | 4613 |
|
|
2020
Q1 | $128K | Sell |
13,118
-15,532
| -54% | -$190K | ﹤0.01% | 5067 |
|
|
2019
Q4 | $395K | Buy |
28,650
+9,231
| +48% | +$117K | ﹤0.01% | 5050 |
|
|
2019
Q3 | $232K | Buy |
19,419
+13,282
| +216% | +$154K | ﹤0.01% | 5131 |
|
|
2019
Q2 | $71K | Buy |
6,137
+4,634
| +308% | +$50.5K | ﹤0.01% | 5627 |
|
|
2019
Q1 | $16K | Sell |
1,503
-7,049
| -82% | -$77.1K | ﹤0.01% | 6476 |
|
|
2018
Q4 | $90K | Buy |
8,552
+7,180
| +523% | +$82.9K | ﹤0.01% | 5618 |
|
|
2018
Q3 | $18K | Buy |
1,372
+794
| +137% | +$10.2K | ﹤0.01% | 6856 |
|
|
2018
Q2 | $7K | Buy |
+578
| New | +$7.52K | ﹤0.01% | 7320 |
|
Other funds holding BWB
VCM
PAIM
RIP
UBS Group's BWB Position: Q1 2026 in Review
UBS Group reduced its Bridgewater Bancshares (BWB) stake by 18% in Q1 2026, selling an estimated $33.9K and leaving 8,306 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #6799.
UBS Group first reported a position in BWB in Q2 2018 and has held it in 31 quarters since. The position peaked at $395K in Q4 2019. 140 funds tracked by Wall St. Rank hold BWB as of Q1 2026.
- UBS Group held 8,306 shares of Bridgewater Bancshares worth $147K as of Q1 2026.
- UBS Group sold 1,851 Bridgewater Bancshares shares in Q1 2026, an estimated $33.9K.
- Bridgewater Bancshares made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6799 holding.
- UBS Group first reported a position in Bridgewater Bancshares in Q2 2018 and has held it in 31 quarters since.
- UBS Group's Bridgewater Bancshares position peaked at $395K in Q4 2019.
- 140 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.