BWFG — BANKWELL FINL GROUP INC
Reported value held$99.23M
Funds holding (latest)32
SectorFinancials
Funds holding (Q2 2026)26
Institutional value$80.45M · 1.37M sh
New / Add / Cut / Exit1 / 15 / 7 / 2
Top-5 / Top-10 concentration71.8% / 89.9%
Institutional holdings change
Accumulating +10.1%
(+126.36K sh)
Institutional value change
Up +33.5%
As of Q2 2026, 26 SEC-registered investment managers reported holding BWFG (BANKWELL FINL GROUP INC) in their latest 13F filings, with a combined reported value of $80.45M across 1.37M shares. That is +10.1% by share count (+126.36K shares) versus the previous quarter, while reported value moved +33.5%. Ownership is concentrated: the five largest holders account for 71.8% of reported value and the top ten for 89.9%.
Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BWFG is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 493.18K | $28.97M | 0.00% | Add |
| Geode Capital Management history | 167.48K | $9.84M | 0.00% | Add |
| Two Sigma Investments history | 118.42K | $6.96M | 0.01% | Add |
| AQR Capital Management history | 108.96K | $6.40M | 0.00% | Add |
| Northern Trust Corp history | 94.52K | $5.55M | 0.00% | Add |
| Renaissance Technologies history | 93.75K | $5.51M | 0.01% | Reduce |
| Goldman Sachs Group history | 73.46K | $4.32M | 0.00% | Reduce |
| Morgan Stanley history | 30.32K | $1.78M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 24.97K | $1.49M | 0.00% | New |
| Arrowstreet Capital history | 24.90K | $1.46M | 0.00% | Hold |
| BNY Mellon history | 23.45K | $1.38M | 0.00% | Add |
| Bank of America Corp history | 21.84K | $1.28M | 0.00% | Add |
| Charles Schwab Investment Management history | 19.82K | $1.16M | 0.00% | Add |
| Citadel Advisors history | 16.05K | $943.05K | 0.00% | Add |
| Invesco Ltd history | 8.36K | $491.27K | 0.00% | Add |
| UBS Group AG history | 8.29K | $487.04K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.60K | $446.32K | 0.00% | Add |
| Wells Fargo & Co history | 7.41K | $435.09K | 0.00% | Add |
| Deutsche Bank AG history | 5.92K | $347.92K | 0.00% | Add |
| Prudential Financial history | 5.82K | $341.93K | 0.00% | Reduce |
| Point72 Asset Management history | 5.36K | $314.61K | 0.00% | Reduce |
| CPP Investments history | 5.00K | $293.75K | 0.00% | Hold |
| Citigroup Inc history | 3.21K | $188.76K | 0.00% | Add |
| Legal & General Investment Management America history | 637 | $37.42K | 0.00% | Hold |
| PNC Financial Services history | 85 | $5.00K | 0.00% | Add |
| T. Rowe Price Associates history | 5.11K | $301 | 0.00% | Reduce |
Q1 2026 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 480.31K | $23.30M | 0.00% | Reduce |
| Geode Capital Management history | 156.22K | $7.58M | 0.00% | Reduce |
| Renaissance Technologies history | 107.55K | $5.22M | 0.01% | Reduce |
| Goldman Sachs Group history | 90.76K | $4.40M | 0.00% | Add |
| Two Sigma Investments history | 85.07K | $4.13M | 0.00% | Add |
| Northern Trust Corp history | 66.32K | $3.22M | 0.00% | Add |
| AQR Capital Management history | 50.97K | $2.47M | 0.00% | Add |
| Morgan Stanley history | 33.11K | $1.61M | 0.00% | Reduce |
| Arrowstreet Capital history | 24.90K | $1.21M | 0.00% | Hold |
| BNY Mellon history | 22.31K | $1.08M | 0.00% | Add |
| Charles Schwab Investment Management history | 19.70K | $955.84K | 0.00% | Reduce |
| Millennium Management history | 19.69K | $955.36K | 0.00% | Add |
| Bank of America Corp history | 14.60K | $708.29K | 0.00% | Add |
| Prudential Financial history | 13.19K | $639.98K | 0.00% | Add |
| UBS Group AG history | 10.81K | $524.60K | 0.00% | Add |
| Citadel Advisors history | 8.64K | $419.41K | 0.00% | Reduce |
| Point72 Asset Management history | 6.82K | $330.95K | 0.00% | Reduce |
| Invesco Ltd history | 6.32K | $306.65K | 0.00% | Reduce |
| Wells Fargo & Co history | 5.04K | $244.45K | 0.00% | Reduce |
| CPP Investments history | 5.00K | $242.60K | 0.00% | Hold |
| Deutsche Bank AG history | 4.64K | $224.94K | 0.00% | Add |
| Franklin Resources history | 4.54K | $220.52K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.26K | $206.69K | 0.00% | Add |
| Legal & General Investment Management America history | 637 | $30.91K | 0.00% | Reduce |
| Citigroup Inc history | 456 | $22.12K | 0.00% | Add |
| PNC Financial Services history | 57 | $2.77K | 0.00% | Hold |
| T. Rowe Price Associates history | 5.63K | $274 | 0.00% | New |
Q4 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 491.34K | $22.51M | 0.00% | Add |
| Vanguard Group history | 366.79K | $16.81M | 0.00% | Hold |
| Geode Capital Management history | 159.28K | $7.30M | 0.00% | Reduce |
| Renaissance Technologies history | 116.16K | $5.32M | 0.01% | Reduce |
| Two Sigma Investments history | 68.08K | $3.12M | 0.01% | Add |
| Northern Trust Corp history | 64.63K | $2.96M | 0.00% | Reduce |
| Goldman Sachs Group history | 58.21K | $2.67M | 0.00% | Add |
| Morgan Stanley history | 36.99K | $1.69M | 0.00% | Add |
| Citadel Advisors history | 34.70K | $1.59M | 0.00% | Add |
| JPMorgan Chase & Co history | 31.88K | $1.46M | 0.00% | Add |
| Arrowstreet Capital history | 24.90K | $1.14M | 0.00% | Add |
| BNY Mellon history | 21.00K | $962.32K | 0.00% | Reduce |
| AQR Capital Management history | 20.48K | $938.52K | 0.00% | Add |
| Charles Schwab Investment Management history | 20.22K | $926.43K | 0.00% | Hold |
| Prudential Financial history | 12.71K | $582.46K | 0.00% | Add |
| Bank of America Corp history | 11.66K | $534.49K | 0.00% | Add |
| Millennium Management history | 11.42K | $523.45K | 0.00% | Add |
| Wells Fargo & Co history | 11.20K | $513.04K | 0.00% | Add |
| Marshall Wace history | 11.04K | $505.67K | 0.00% | Reduce |
| Point72 Asset Management history | 9.77K | $447.71K | 0.00% | New |
| UBS Group AG history | 7.35K | $336.64K | 0.00% | Reduce |
| Invesco Ltd history | 7.25K | $332.29K | 0.00% | Add |
| Franklin Resources history | 6.71K | $307.63K | 0.00% | Reduce |
| CPP Investments history | 5.00K | $229.10K | 0.00% | New |
| Deutsche Bank AG history | 3.33K | $152.58K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.98K | $90.63K | 0.00% | Add |
| Legal & General Investment Management America history | 646 | $29.60K | 0.00% | Reduce |
| Citigroup Inc history | 285 | $13.06K | 0.00% | Reduce |
| PNC Financial Services history | 57 | $2.61K | 0.00% | Add |
Q3 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 464.76K | $20.57M | 0.00% | Add |
| Vanguard Group history | 366.96K | $16.24M | 0.00% | Add |
| Geode Capital Management history | 160.40K | $7.10M | 0.00% | Add |
| Renaissance Technologies history | 118.35K | $5.24M | 0.01% | Reduce |
| Northern Trust Corp history | 69.05K | $3.06M | 0.00% | Reduce |
| Goldman Sachs Group history | 51.88K | $2.30M | 0.00% | Add |
| Marshall Wace history | 37.16K | $1.64M | 0.00% | New |
| BNY Mellon history | 33.11K | $1.46M | 0.00% | Add |
| Morgan Stanley history | 29.28K | $1.30M | 0.00% | Reduce |
| Arrowstreet Capital history | 21.30K | $942.61K | 0.00% | Add |
| Charles Schwab Investment Management history | 20.22K | $894.69K | 0.00% | Hold |
| Citadel Advisors history | 18.11K | $801.37K | 0.00% | Add |
| Two Sigma Investments history | 15.70K | $694.86K | 0.00% | New |
| AQR Capital Management history | 11.78K | $521.39K | 0.00% | Add |
| UBS Group AG history | 10.86K | $480.42K | 0.00% | Reduce |
| Wells Fargo & Co history | 9.80K | $433.68K | 0.00% | Reduce |
| Prudential Financial history | 8.36K | $370.02K | 0.00% | New |
| Bank of America Corp history | 8.12K | $359.44K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 7.88K | $348.47K | 0.00% | Add |
| Franklin Resources history | 6.83K | $302.27K | 0.00% | New |
| Millennium Management history | 6.13K | $271.12K | 0.00% | New |
| Invesco Ltd history | 5.73K | $253.64K | 0.00% | New |
| Deutsche Bank AG history | 3.33K | $147.35K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.56K | $68.99K | 0.00% | Hold |
| Legal & General Investment Management America history | 665 | $29.43K | 0.00% | Hold |
| Citigroup Inc history | 489 | $21.64K | 0.00% | Reduce |
| PNC Financial Services history | 52 | $2.30K | 0.00% | Hold |
Q2 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 417.79K | $15.05M | 0.00% | Reduce |
| BlackRock Inc history | 417.79K | $15.05M | 0.00% | Reduce |
| Vanguard Group history | 353.14K | $12.72M | 0.00% | Add |
| Geode Capital Management history | 159.38K | $5.74M | 0.00% | Add |
| Renaissance Technologies history | 131.55K | $4.74M | 0.01% | Reduce |
| Renaissance Technologies history | 131.55K | $4.74M | 0.01% | Reduce |
| Northern Trust Corp history | 70.24K | $2.53M | 0.00% | Add |
| Goldman Sachs Group history | 32.73K | $1.18M | 0.00% | Reduce |
| Goldman Sachs Group history | 32.73K | $1.18M | 0.00% | Reduce |
| BNY Mellon history | 31.70K | $1.14M | 0.00% | Add |
| Morgan Stanley history | 31.13K | $1.12M | 0.00% | Add |
| Morgan Stanley history | 31.13K | $1.12M | 0.00% | Add |
| Charles Schwab Investment Management history | 20.22K | $728.49K | 0.00% | Add |
| UBS Group AG history | 16.37K | $589.81K | 0.00% | Reduce |
| Arrowstreet Capital history | 15.30K | $551.29K | 0.00% | Add |
| Wells Fargo & Co history | 11.41K | $411.27K | 0.00% | Reduce |
| Bank of America Corp history | 8.56K | $308.49K | 0.00% | Reduce |
| Citadel Advisors history | 8.07K | $290.76K | 0.00% | Reduce |
| Citadel Advisors history | 8.07K | $290.76K | 0.00% | Reduce |
| AQR Capital Management history | 6.34K | $228.31K | 0.00% | New |
| JPMorgan Chase & Co history | 5.66K | $203.86K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5.66K | $203.86K | 0.00% | Reduce |
| Deutsche Bank AG history | 3.33K | $119.98K | 0.00% | Hold |
| Deutsche Bank AG history | 3.33K | $119.98K | 0.00% | Hold |
| Citigroup Inc history | 2.77K | $99.69K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.55K | $56.03K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.55K | $56.03K | 0.00% | Reduce |
| Legal & General Investment Management America history | 665 | $23.96K | 0.00% | Add |
| PNC Financial Services history | 52 | $1.87K | 0.00% | Hold |
Q1 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 421.89K | $12.73M | 0.00% | Reduce |
| BlackRock Inc history | 421.89K | $12.73M | 0.00% | Reduce |
| Vanguard Group history | 338.07K | $10.20M | 0.00% | Hold |
| Geode Capital Management history | 151.21K | $4.56M | 0.00% | Add |
| Renaissance Technologies history | 142.35K | $4.30M | 0.01% | Reduce |
| Renaissance Technologies history | 142.35K | $4.30M | 0.01% | Reduce |
| Northern Trust Corp history | 68.97K | $2.08M | 0.00% | Reduce |
| Goldman Sachs Group history | 48.83K | $1.47M | 0.00% | Reduce |
| Goldman Sachs Group history | 48.83K | $1.47M | 0.00% | Reduce |
| BNY Mellon history | 29.07K | $877.42K | 0.00% | Reduce |
| Morgan Stanley history | 24.49K | $739.26K | 0.00% | Reduce |
| Morgan Stanley history | 24.49K | $739.26K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 18.64K | $562.43K | 0.00% | Add |
| UBS Group AG history | 18.01K | $543.54K | 0.00% | Add |
| Citadel Advisors history | 14.73K | $444.43K | 0.00% | Add |
| Citadel Advisors history | 14.73K | $444.43K | 0.00% | Add |
| JPMorgan Chase & Co history | 13.45K | $405.83K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 13.45K | $405.83K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.62K | $350.77K | 0.00% | Add |
| Bank of America Corp history | 9.03K | $272.40K | 0.00% | Reduce |
| Arrowstreet Capital history | 7.65K | $230.97K | 0.00% | Hold |
| Citigroup Inc history | 4.86K | $146.76K | 0.00% | Reduce |
| Deutsche Bank AG history | 3.33K | $100.50K | 0.00% | Hold |
| Deutsche Bank AG history | 3.33K | $100.50K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.59K | $48.08K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.59K | $48.08K | 0.00% | Reduce |
| Legal & General Investment Management America history | 637 | $19.23K | 0.00% | Hold |
| PNC Financial Services history | 52 | $1.57K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 24.97K sh · $1.49M
Fully Exited (vs previous quarter)
- Millennium Management sold 19.69K sh · $955.36K
- Franklin Resources sold 4.54K sh · $220.52K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 493.18K | 480.31K | 491.34K | 464.76K | 417.79K | 421.89K | 429.33K | 436.34K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 167.48K | 156.22K | 159.28K | 160.40K | 159.38K | 151.21K | 148.03K | 147.34K | 141.90K | 130.22K | 128.28K | 120.84K | 117.39K | 112.61K | 105.83K | 103.56K | 103.25K | 67.69K | 68.85K | 68.85K |
| Two Sigma Investments | 118.42K | 85.07K | 68.08K | 15.70K | — | — | — | 7.92K | 9.43K | 9.73K | 9.73K | 14.25K | 18.15K | 22.50K | 25.25K | 33.02K | 62.88K | 39.57K | 22.70K | 15.18K |
| AQR Capital Management | 108.96K | 50.97K | 20.48K | 11.78K | 6.34K | — | — | — | — | — | — | — | — | — | — | 8.68K | — | — | — | — |
| Northern Trust Corp | 94.52K | 66.32K | 64.63K | 69.05K | 70.24K | 68.97K | 70.65K | 70.49K | 67.09K | 68.97K | 67.92K | 67.72K | 69.25K | 67.14K | 67.86K | 67.83K | 68.24K | 30.57K | 31.40K | 34.68K |
| Renaissance Technologies | 93.75K | 107.55K | 116.16K | 118.35K | 131.55K | 142.35K | 150.25K | 157.50K | 143.60K | 155.90K | 159.60K | 148.30K | 145.10K | 170.99K | 203.30K | 189.30K | 213.20K | 203.27K | 220.29K | 221.20K |
| Goldman Sachs Group | 73.46K | 90.76K | 58.21K | 51.88K | 32.73K | 48.83K | 51.50K | 27.74K | 18.11K | 13.76K | 19.55K | 10.37K | 12.53K | 8.31K | 16.34K | 7.88K | — | — | — | — |
| Morgan Stanley | 30.32K | 33.11K | 36.99K | 29.28K | 31.13K | 24.49K | 33.34K | 36.38K | 25.27K | 26.16K | 75.19K | 67.35K | 22.78K | 53.08K | 18.64K | 102.24K | 68.57K | 11.64K | 11.05K | 18.27K |
| JPMorgan Chase & Co | 24.97K | — | 31.88K | 7.88K | 5.66K | 13.45K | 23.59K | 11.64K | 4.40K | 11.27K | 6.66K | 3.82K | 5.04K | 6 | 4.12K | 3.08K | 4.41K | 6.38K | 5.92K | 6.56K |
| Arrowstreet Capital | 24.90K | 24.90K | 24.90K | 21.30K | 15.30K | 7.65K | 7.65K | 7.65K | — | — | — | — | — | — | — | — | — | — | 7.70K | 7.70K |
| BNY Mellon | 23.45K | 22.31K | 21.00K | 33.11K | 31.70K | 29.07K | 30.26K | 22.35K | 28.55K | 26.87K | 27.82K | 37.10K | 37.19K | 36.61K | 39.64K | 43.96K | 39.29K | 24.76K | 25.53K | 27.47K |
| Bank of America Corp | 21.84K | 14.60K | 11.66K | 8.12K | 8.56K | 9.03K | 11.83K | 9.87K | 9.14K | 8.38K | 12.43K | 8.76K | 8.05K | 14.06K | 9.66K | 1.60K | 11.31K | 190 | 138 | 287 |
| Charles Schwab Investment Management | 19.82K | 19.70K | 20.22K | 20.22K | 20.22K | 18.64K | 17.64K | 17.64K | 17.64K | 15.96K | 15.96K | 15.96K | 15.96K | 15.52K | 15.29K | 14.76K | 14.76K | — | — | — |
| Citadel Advisors | 16.05K | 8.64K | 34.70K | 18.11K | 8.07K | 14.73K | 12.36K | 20.34K | 13.28K | 15.02K | 15.90K | 9.81K | — | 21.68K | 30.33K | 26.82K | 23.93K | 6.18K | — | — |
| Invesco Ltd | 8.36K | 6.32K | 7.25K | 5.73K | — | — | — | — | 17.36K | 19.11K | — | — | — | — | 7.38K | — | — | — | — | — |
| UBS Group AG | 8.29K | 10.81K | 7.35K | 10.86K | 16.37K | 18.01K | 17.91K | 6.67K | 4.93K | 8.77K | 9.58K | 6.14K | 6.25K | 6.89K | 5.92K | 2.88K | 4.08K | 3.88K | 2.88K | 2.43K |
| Fidelity Management & Research (FMR) | 7.60K | 4.26K | 1.98K | 1.56K | 1.55K | 1.59K | 1.80K | 1.96K | 1.76K | 1.75K | 1.90K | 2.07K | 2.13K | 1.26K | 1.22K | 1.19K | 1.15K | 1.15K | — | — |
| Wells Fargo & Co | 7.41K | 5.04K | 11.20K | 9.80K | 11.41K | 11.62K | 11.34K | 10.36K | 11.09K | 10.09K | 8.72K | 7.31K | 6.65K | 4.26K | 2.55K | 2.32K | 2.77K | 3.34K | 3.49K | 7.64K |
| Deutsche Bank AG | 5.92K | 4.64K | 3.33K | 3.33K | 3.33K | 3.33K | 3.33K | — | — | — | — | — | — | 3.47K | 2.33K | 2.29K | 2.66K | — | — | 9 |
| Prudential Financial | 5.82K | 13.19K | 12.71K | 8.36K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details