THRIVENT FINANCIAL FOR LUTHERANS BWB — BRIDGEWATER BANCSHARES INC

Ownership history in THRIVENT FINANCIAL FOR LUTHERANS  ·  26 quarters on record

AI Ownership Summary

THRIVENT FINANCIAL FOR LUTHERANS reported BRIDGEWATER BANCSHARES INC (BWB) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows BWB at 0.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THRIVENT FINANCIAL FOR LUTHERANS'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
2026 Q1

BWB was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

BWB stock page THRIVENT FINANCIAL FOR LUTHERANS fund profile THRIVENT FINANCIAL FOR LUTHERANS full holdings
How THRIVENT FINANCIAL FOR LUTHERANS held BWB — position size vs. price
% of Fund (quarterly)    BWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,254,105 -72,811 -3.1% 0.08% $40K 2026-05-01 $18.34
2025 Q4 ADDED — — — 2,326,916 +5,730 +0.2% 0.07% $40.8M 2026-02-05 $19.80
2025 Q3 ADDED — — — 2,321,186 +447,043 +23.9% 0.08% $40.9M 2025-11-14 (Est.) $16.76
2025 Q1 REDUCED 31.3% +14.5% ❌ 1,874,143 -855,279 -31.3% 0.09% $26.0M 2025-05-13 $15.85
2024 Q4 UNCHANGED — — — 2,729,422 — 0% 0.07% $36.9M 2025-02-10 $14.98
2024 Q3 ADDED — — — 2,729,422 +2,847 +0.1% 0.07% $38.7M 2024-11-07 $14.98
2024 Q2 ADDED — — — 2,726,575 +4,507 +0.2% 0.06% $31.7M 2024-08-13 $12.91
2024 Q1 ADDED — — — 2,722,068 +40,745 +1.5% 0.06% $31.7M 2024-05-14 $11.74
2023 Q4 UNCHANGED — — — 2,681,323 — 0% 0.08% $36.3M 2024-02-14 $11.92
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWB

As of 2026 Q1 — sorted by position size

Villanova Investment Management Co LLC 2.35% EJF Capital LP 3Y 7Y 2.27% Rhino Investment Partners, Inc 3Y 2.12% Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 1.62% Daytona Street Capital LLC 1.2% Sippican Capital Advisors 3Y 7Y 1.17% MENDON CAPITAL ADVISORS CORP 3Y 7Y 0.82% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 0.58% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.44% Tradition Wealth Management, LLC 3Y 0.44%

FAQ About THRIVENT FINANCIAL FOR LUTHERANS and BWB

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

How long has THRIVENT FINANCIAL FOR LUTHERANS reported owning BWB?

THRIVENT FINANCIAL FOR LUTHERANS reported BWB across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BWB position in THRIVENT FINANCIAL FOR LUTHERANS's portfolio?

The largest reported portfolio weight for BWB was 0.09% in 2025 Q1.

What is the latest reported BWB position on this page?

The most recent filing on this page is 2026 Q1, when THRIVENT FINANCIAL FOR LUTHERANS reported 2,254,105 shares, equal to 0.08% of portfolio, with an estimated market value of $40K.

What does the chart on this BWB ownership page compare?

The chart compares THRIVENT FINANCIAL FOR LUTHERANS'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.

How well did THRIVENT FINANCIAL FOR LUTHERANS time their BWB position?

Based on 13F filing dates vs. subsequent BWB price moves, THRIVENT FINANCIAL FOR LUTHERANS correctly timed 14 out of 23 reported position changes (61%). The annualised alpha on BWB relative to SPY over the holding period was -8.4%.

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