AI Holders Summary · Q1 2026

128 institutions reported BWFG in Q1 2026. BlackRock, Inc. leads at 16.8% 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

$23M480K0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$15M319K0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$14M283K0.00%Q1 2026 04

Pacific Ridge Capital Partners, LLC

CIK 0001591546

$8M168K1.76%Q1 2026 05

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$8M165K0.01%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$8M156K0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$6M131K0.00%Q1 2026 08

Siena Capital Partners GP, LLC

CIK 0001694886

$6M116K1.46%Q1 2026 09

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$5M108K0.01%Q1 2026 10

GM Advisory Group, LLC

CIK 0001598304

$5M106K0.20%Q1 2026 11

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$5M106K0.00%Q1 2026 12

Hillsdale Investment Management Inc.

CIK 0001368465

$5M106K0.14%Q1 2026 13

BANC FUNDS CO LLC

CIK 0001029311

$5M96K0.87%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$4M91K0.00%Q1 2026 15

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$4M85K0.00%Q1 2026 16

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$4M67K0.01%Q2 2026 17

LSV ASSET MANAGEMENT

CIK 0001050470

$3M70K0.01%Q1 2026 18

Nuveen, LLC

CIK 0001871926

$3M67K0.00%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$3M66K0.00%Q1 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$3M55K0.05%Q1 2026

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