This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BWB/capital-change-brief"
Use Arkolith's capital_change_brief for BWB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $28.1M | 1.6M | ▼−1.0% Reduced · −16K sh | Q1 2026 | |
| 2 | ALLIANCEBERNSTEIN L.P. | $23.0M | 1.3M | ▼−2.1% Reduced · −28K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $18.7M | 1.1M | ▲+2.5% Added · +26K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $16.3M | 920K | ▲New +920K sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $10.9M | 618K | ▲+10% Added · +56K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $8.8M | 496K | ▼~0% Reduced · −48 sh | Q1 2026 | |
| 7 | STATE STREET CORP | $8.0M | 454K | ▼−5.0% Reduced · −24K sh | Q1 2026 | |
| 8 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $7.7M | 435K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 9 | Rhino Investment Partners, Inc | $7.6M | 430K | ▲+5.5% Added · +23K sh | Q1 2026 | |
| 10 | Tradition Wealth Management, LLC | $6.2M | 352K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.2M | 348K | ▲+11% Added · +34K sh | Q1 2026 | |
| 12 | RENAISSANCE TECHNOLOGIES LLC | $5.6M | 314K | ▼−3.7% Reduced · −12K sh | Q1 2026 | |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | $5.1M | 287K | ▲+1.9% Added · +5K sh | Q1 2026 | |
| 14 | Ancora Advisors LLC | $4.2M | 236K | ▲+0.2% Added · +410 sh | Q1 2026 | |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4.0M | 229K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 16 | Hillsdale Investment Management Inc. | $3.8M | 212K | ▼−0.4% Reduced · −900 sh | Q1 2026 | |
| 17 | Russell Investments Group, Ltd. | $3.6M | 206K | ▼−0.3% Reduced · −570 sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $3.5M | 198K | ▲+17% Added · +29K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $3.2M | 180K | ▼−10% Reduced · −20K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $3.1M | 174K | ▲+34% Added · +44K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $3.0M | 171K | ▲+3.6% Added · +6K sh | Q1 2026 | |
| 22 | MALTESE CAPITAL MANAGEMENT LLC | $3.0M | 167K | ▼−5.1% Reduced · −9K sh | Q1 2026 | |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.8M | 156K | ▲New +156K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $2.7M | 151K | ▲+110% Added · +79K sh | Q1 2026 | |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.6M | 150K | ▲+38% Added · +41K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Volk David J. | Director | Grant (A) | 959 | $0 |
| Jun 30, 2026 | Parish Douglas J. | Director | Grant (A) | 479 | $0 |
| Jun 30, 2026 | Trutna Thomas P. | Director | Grant (A) | 479 | $0 |
| Jun 30, 2026 | Urness Todd B. | Director | Grant (A) | 959 | $0 |
| Jun 30, 2026 | Crocker Mary Jayne | Director | Grant (A) | 479 | $0 |
| Jun 30, 2026 | Johnson James S. | Director | Grant (A) | 959 | $0 |
| Jun 30, 2026 | Juran David B. | Director | Grant (A) | 959 | $0 |
| Jun 30, 2026 | Brezonik Lisa | Director | Grant (A) | 959 | $0 |
| Jun 30, 2026 | Lawal Mohammed | Director | Grant (A) | 959 | $0 |
| Jun 10, 2026 | Salazar Lisa M | CHIEF OPERATING OFFICER | Option exercise (M) | 2K | $25K |
| Jun 10, 2026 | Salazar Lisa M | CHIEF OPERATING OFFICER | Option exercise (X) | 2K | $0 |
| Jun 8, 2026 | Place Nicholas L. | CHIEF BANKING OFFICER | Option exercise (M) | 13K | $93K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 37 funds | $10.9B |
| ALPHABET INC-CL AGOOGL | 37 funds | $7.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 36 funds | $3.5B |
| ORACLE CORPORCL | 36 funds | $1.4B |
| AMAZON.COM INCAMZN | 35 funds | $8.3B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 35 funds | $3.6B |
| TESLA INCTSLA | 35 funds | $3.4B |
| ELI LILLY & COLLY | 35 funds | $3.0B |
| UNITEDHEALTH GROUP INCUNH | 35 funds | $1.7B |
| BANK OF AMERICA CORPBAC | 35 funds | $1.6B |
| RTX CORPRTX | 35 funds | $1.5B |
Ranked by how many of BWB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BWB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.