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James T. Borello RIA’s Bridgewater Bancshares BWB Stock Holding History

James T. Borello RIA’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
Q3 		$101 Hold
5
– – ﹤0.01% 1202
2026
Q2 		$105 Hold
5
– – ﹤0.01% 1186
2026
Q1 		$89 Hold
5
– – ﹤0.01% 1179
2025
Q4 		$88 Buy
+5
New +$87 ﹤0.01% 1096

Other funds holding BWB

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

James T. Borello RIA's BWB Position: Q3 2026 in Review

James T. Borello RIA held its Bridgewater Bancshares (BWB) position steady in Q3 2026 at 5 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

James T. Borello RIA first reported a position in BWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $105 in Q2 2026. 14 funds tracked by Wall St. Rank hold BWB as of Q3 2026.

  • James T. Borello RIA held 5 shares of Bridgewater Bancshares worth $101 as of Q3 2026.
  • James T. Borello RIA left its Bridgewater Bancshares share count unchanged in Q3 2026.
  • Bridgewater Bancshares made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1202 holding.
  • James T. Borello RIA first reported a position in Bridgewater Bancshares in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Bridgewater Bancshares position peaked at $105 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.