Wealth Enhancement Advisory Services
BWB icon

Wealth Enhancement Advisory Services’s Bridgewater Bancshares BWB Stock Holding History

Wealth Enhancement Advisory Services’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 		$287K Buy
+13,395
New +$254K ﹤0.01% 3245

Other funds holding BWB

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
GI
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's BWB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Bridgewater Bancshares (BWB) in Q2 2026: 13,395 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #3245 among its holdings.

8 funds tracked by Wall St. Rank hold BWB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,395 shares of Bridgewater Bancshares worth $287K as of Q2 2026.
  • Bridgewater Bancshares was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Bridgewater Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3245 holding.
  • 8 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.