Tradition Wealth Management, LLC

Position in BWB — Bridgewater Bancshares Inc

CIK 1843010 EDINA, MN

Position in BWB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,354,510

+$1,126,500 QoQ

Shares Held

349,549

-0.7% QoQ

Ownership

1.25%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#12

of 149 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $14,407,162 across 5 Banks - Regional names. BWB ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWB	Bridgewater Bancshares Inc This page	349,549	$7,354,510
2	USB	US Bancorp \De\	52,654	$3,180,301
3	ONB	Old National Bancorp /In/	113,596	$2,942,136
4	NU	Nu Holdings Ltd.	51,209	$684,152
5	ALRS	Alerus Financial Corp	7,912	$246,063

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,354,510	349,549	-0.7%	Shares	Sole	2026-08-11
2026-03-31	$6,228,010	351,865	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$6,142,354	350,391	-0.6%	Shares	Sole	2026-02-11
2025-09-30	$6,202,081	352,391	-0.9%	Shares	Sole	2025-11-13
2025-06-30	$5,660,237	355,766	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$4,965,897	357,516	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$4,800,656	355,341	-2.6%	Shares	Sole	2025-02-13
2024-09-30	$5,167,373	364,670	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$4,352,240	374,870	-5.2%	Shares	Sole	2024-08-12
2024-03-31	$4,602,153	395,374	-2.6%	Shares	Sole	2024-05-13
2023-12-31	$5,487,092	405,850	-2.6%	Shares	Sole	2024-02-12
2023-09-30	$3,951,738	416,850	0.0%	Shares	Sole	2023-11-13
2023-06-30	$4,105,972	416,850	+7.0%	Shares	Sole	2023-08-14
2023-03-31	$4,223,242	389,598	-10.1%	Shares	Sole	2023-05-12
2022-12-31	$7,686,103	433,264	+6.3%	Shares	Sole	2023-02-03
2022-09-30	$6,712,513	407,560	0.0%	Shares	Sole	2022-11-14
2022-06-30	$6,578,018	407,560	0.0%	Shares	Sole	2022-08-02
2022-03-31	$6,798,100	407,560	+0.0%	Shares	Sole	2022-05-11
2021-12-31	$7,207,967	407,460	+15.9%	Shares	Sole	2022-02-14
2021-09-30	$6,154,064	351,460	+1.5%	Shares	Sole	2021-11-12
2021-06-30	$5,589,676	346,110	-0.1%	Shares	Sole	2021-08-09
2021-03-31	$5,597,751	346,610	-11.5%	Shares	Sole	2021-05-14
2020-12-31	$4,891,208	391,610	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.