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

Wealth Enhancement Trust 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	$105	Buy	+5	New	+$95	﹤0.01%	1405

Other funds holding BWB

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

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

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

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Bridgewater Bancshares (BWB) in Q2 2026: 5 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #1405 among its holdings.

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

Wealth Enhancement Trust Services held 5 shares of Bridgewater Bancshares worth $105 as of Q2 2026.
Bridgewater Bancshares was a new Wealth Enhancement Trust Services position in Q2 2026.
Bridgewater Bancshares made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1405 holding.
84 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2026.

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