RAFFA WEALTH MANAGEMENT, LLC’s Bridgewater Bancshares BWB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$989	Hold	47	–	–	﹤0.01%	1023
2026 Q1	$832	Hold	47	–	–	﹤0.01%	984
2025 Q4	$824	Hold	47	–	–	﹤0.01%	971
2025 Q3	$827	Hold	47	–	–	﹤0.01%	944
2025 Q2	$748	Hold	47	–	–	﹤0.01%	925
2025 Q1	$653	Hold	47	–	–	﹤0.01%	911
2024 Q4	$635	Hold	47	–	–	﹤0.01%	964
2024 Q3	$666	Hold	47	–	–	﹤0.01%	935
2024 Q2	$546	Hold	47	–	–	﹤0.01%	1034
2024 Q1	$547	Hold	47	–	–	﹤0.01%	1030
2023 Q4	$635	Hold	47	–	–	﹤0.01%	931
2023 Q3	$446	Hold	47	–	–	﹤0.01%	965
2023 Q2	$463	Hold	47	–	–	﹤0.01%	977
2023 Q1	$509	Hold	47	–	–	﹤0.01%	963
2022 Q4	$834	Hold	47	–	–	﹤0.01%	825
2022 Q3	$774	Hold	47	–	–	﹤0.01%	887
2022 Q2	$759	Hold	47	–	–	﹤0.01%	906
2022 Q1	$784	Hold	47	–	–	﹤0.01%	943
2021 Q4	$831	Hold	47	–	–	﹤0.01%	934
2021 Q3	$823	Hold	47	–	–	﹤0.01%	907
2021 Q2	$759	Sell	47 -8	-15%	-$134	﹤0.01%	940
2021 Q1	$888	Buy	+55	New	+$812	﹤0.01%	872

Other funds holding BWB

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PCM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BWB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Bridgewater Bancshares (BWB) position steady in Q2 2026 at 47 shares worth $989. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BWB in Q1 2021 and has held it in 22 quarters since. 26 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 47 shares of Bridgewater Bancshares worth $989 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Bridgewater Bancshares share count unchanged in Q2 2026.
Bridgewater Bancshares made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1023 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Bridgewater Bancshares in Q1 2021 and has held it in 22 quarters since.
26 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.