Thrivent Financial for Lutherans

CIK

314984

City

Minneapolis

State / Country

Stock

BWB — Bridgewater Bancshares Inc

Top Portfolio Positions

1,890 positions · $42,160,840,202 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	10,119,593	$1,764,857,017	4.19%
MSFT	Microsoft Corp Technology	3,607,045	$1,335,219,845	3.17%
AAPL	Apple Inc. Technology	5,055,463	$1,283,025,952	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	5,865,847	$1,221,679,953	2.90%
META	Meta Platforms, Inc. Communication Services	1,385,345	$792,597,433	1.88%
GOOGL	Alphabet Inc. Communication Services	2,570,926	$739,295,478	1.75%
AVGO	Broadcom Inc. Technology	2,168,499	$671,172,123	1.59%
JPM	Jpmorgan Chase & Co Financial Services	1,800,110	$529,520,355	1.26%
TSLA	Tesla, Inc. Consumer Cyclical	1,352,570	$502,817,896	1.19%
XOM	Exxon Mobil Corp Energy	2,715,349	$460,686,109	1.09%

Portfolio Trend

25 quarters · across all stocks

Holdings in BWB

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,897,658	2,254,105	-3.1%	Shares	Sole	2026-05-01
2025-12-31	$40,790,836	2,326,916	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$40,852,873	2,321,186	-2.6%	Shares	Sole	2025-11-04
2025-06-30	$37,900,578	2,382,186	-13.3%	Shares	Sole	2025-08-26
2025-04-30	$42,268,157	2,746,469	+0.6%	Shares	Sole	2025-05-06
2025-03-31	$37,911,671	2,729,422	0.0%	Shares	Sole	2025-08-26
2024-12-31	$36,874,490	2,729,422	0.0%	Shares	Defined	2025-02-10
2024-09-30	$38,675,909	2,729,422	+0.1%	Shares	Defined	2024-11-07
2024-06-30	$31,655,535	2,726,575	+0.2%	Shares	Defined	2024-08-13
2024-03-31	$31,684,870	2,722,068	+1.5%	Shares	Defined	2024-05-14
2023-12-31	$36,251,486	2,681,323	0.0%	Shares	Defined	2024-02-14
2023-09-30	$25,418,941	2,681,323	+2.4%	Shares	Defined	2023-11-14
2023-06-30	$25,802,911	2,619,585	+7.2%	Shares	Sole	2023-08-14
2023-03-31	$26,496,092	2,444,289	+11.2%	Shares	Sole	2023-05-17
2022-12-31	$38,977,617	2,197,160	+4.9%	Shares	Defined	2023-02-08
2022-09-30	$34,511,945	2,095,443	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$32,793,832	2,031,836	+1.8%	Shares	Defined	2022-08-16
2022-03-31	$33,278,267	1,995,100	-0.2%	Shares	Defined	2022-05-13
2021-12-31	$35,366,926	1,999,261	-0.1%	Shares	Sole	2022-02-16
2021-09-30	$35,039,084	2,001,090	+2.4%	Shares	Sole	2021-11-15
2021-06-30	$31,565,997	1,954,551	+4.6%	Shares	Defined	2021-09-24
2021-03-31	$30,184,349	1,869,000	+1.1%	Shares	Sole	2021-05-17
2020-12-31	$23,095,208	1,849,096	+2.2%	Shares	Defined	2021-02-16
2020-09-30	$17,165,606	1,808,810	+1.6%	Shares	Sole	2020-11-10
2020-06-30	$18,255,598	1,781,034	+21.9%	Shares	Defined	2020-08-12
2020-03-31	$14,240,040	1,460,517	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.