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Bridgewater Bancshares shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Bridgewater Bancshares (BWB) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in Bridgewater Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Bridgewater Bancshares held by Fortitude Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bridgewater Bancshares by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7k 145 11.64
2023-12-31 $2.0k 145 13.52

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Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Kkr & Co Stock (KKR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fortitude Family Office

Top funds holding Bridgewater Bancshares

Vanguard Group
Dimensional Fund Advisors
Punch & Associates Investment Management
Tradition Wealth Management
Alliancebernstein
Hotchkis and Wiley Capital Management
Russell Investments
Pacific Ridge Capital Partners
Millennium Management
John W. Rosenthal Capital Management
Bank of New York Mellon
Foundry Partners
LWMG
Sippican Capital Adivsors
Victory Capital Management

View all funds holding Bridgewater Bancshares