AI Holders Summary · Q2 2026

136 institutions reported BWFG in Q2 2026. BlackRock, Inc. leads at 15.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$29M493K0.00%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$21M327K0.00%Q3 2026 03

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$20M306K0.02%Q3 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$16M277K0.00%Q2 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$12M183K0.00%Q3 2026 06

Pacific Ridge Capital Partners, LLC

CIK 0001591546

$10M167K1.78%Q2 2026 07

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$9M158K0.00%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$9M146K0.00%Q2 2026 09

Siena Capital Partners GP, LLC

CIK 0001694886

$8M116K1.77%Q3 2026 10

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$7M118K0.01%Q2 2026 11

Hillsdale Investment Management Inc.

CIK 0001368465

$7M111K0.15%Q2 2026 12

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$6M109K0.00%Q2 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$6M95K0.00%Q2 2026 14

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$6M94K0.01%Q2 2026 15

GM Advisory Group, LLC

CIK 0001598304

$5M106K0.20%Q1 2026 16

Wealthspire Advisors, LLC

CIK 0001646247

$5M88K0.03%Q2 2026 17

BANC FUNDS CO LLC

CIK 0001029311

$5M73K0.76%Q3 2026 18

Nuveen, LLC

CIK 0001871926

$4M69K0.00%Q3 2026 19

Qube Research & Technologies Ltd

CIK 0001729829

$4M74K0.00%Q2 2026 20

GOLDMAN SACHS GROUP INC

CIK 0000886982

$4M73K0.00%Q2 2026

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