BWB β€” BRIDGEWATER BANCSHARES INC

Ownership history in MENDON CAPITAL ADVISORS CORP  Β·  3 quarters on record

AI Ownership Summary

MENDON CAPITAL ADVISORS CORP reported BRIDGEWATER BANCSHARES INC (BWB) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.98% in 2025 Q2. The latest visible filing shows BWB at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MENDON CAPITAL ADVISORS CORP's position in BRIDGEWATER BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BWB was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MENDON CAPITAL ADVISORS CORP held BWB β€” position size vs. price
% of Fund (quarterly)    BWB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 120,000 -7,530 -5.9% 0.62% $2.1M 2026-02-14 (Est.) $19.19
2025 Q3 UNCHANGED 127,530 β€” 0% 0.86% $2.2M 2025-11-14 $16.76
2025 Q2 INITIATED 127,530 β€” β€” 0.98% $2.0M 2025-08-14 $15.96

FAQ About MENDON CAPITAL ADVISORS CORP and BWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MENDON CAPITAL ADVISORS CORP reported owning BWB?

MENDON CAPITAL ADVISORS CORP reported BWB across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BWB position in MENDON CAPITAL ADVISORS CORP's portfolio?

The largest reported portfolio weight for BWB was 0.98% in 2025 Q2.

What is the latest reported BWB position on this page?

The most recent filing on this page is 2025 Q4, when MENDON CAPITAL ADVISORS CORP reported 120,000 shares, equal to 0.62% of portfolio, with an estimated market value of $2.1M.

What does the chart on this BWB ownership page compare?

The chart compares MENDON CAPITAL ADVISORS CORP's quarterly BWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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