Bankwell Financial Group, Inc. 13F holders
126 funds reported a position in Bankwell Financial Group, Inc. in their 13F for the quarter ended 30 June 2026, together 4.1 million shares worth $237.8 million. Against the quarter before, 18 opened a position, 53 added, 32 trimmed and 9 sold out; together they bought a net 392,053 shares. The largest holders: BlackRock, Inc., Dimensional Fund Advisors LP and Vanguard Capital Management LLC.
Funds holding126+7 on Q1 2026
Shares they held4.1Mworth $237.8 million
Net bought on the quarter392,053 sharesabout $23.0 million at the funds' values
Funds buying to selling71 to 41opened or added, to cut or sold
Opened 18Added 53Held 23Trimmed 32Sold out 9
What each fund did in BWFG against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in BWFG in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 23 reported a position in Bankwell Financial Group, Inc.: 4 opened one, 7 added, 1 trimmed and 2 sold out, a net 28,345 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| SummerHaven Investment Management, LLC | +15,768 | 15,768 | new | 13F |
| Y-Intercept (Hong Kong) Ltd | +6,509 | 6,509 | new | 13F |
| XML Financial, LLC | +5,545 | 5,545 | new | 13F |
| State of Alaska, Department of Revenue | +299 | 728 | added | 13F |
| SJS Investment Consulting Inc. | +133 | 145 | added | 13F |
| Farther Finance Advisors, LLC | +93 | 136 | added | 13F |
| Sterling Capital Management LLC | +23 | 133 | added | 13F |
| MassMutual Private Wealth & Trust, FSB | -22 | 21 | trimmed | 13F |
| Beese Fulmer Investment Management, Inc. | +12 | 3,708 | added | 13F |
| Gamma Investing LLC | +6 | 69 | added | 13F |
| Signaturefd, LLC | +3 | 3 | new | 13F |
| True Wealth Design, LLC | +1 | 8 | added | 13F |
| Cornerstone Planning Group LLC | -17 | 0 | sold out | 13F |
| Wealth Enhancement Trust Services, Inc. | -8 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Bankwell Financial Group, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 167,476 shares worth $9.8 million, 0.0% of its reported book. Sold out: Millennium Management. In the quarter, 4 funds added or opened a position and 3 trimmed or sold out; together they bought a net 20,398 shares, about $1.2 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 167,476 | $9.8 million | 0.0% | +11,260 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 118,419 | $7.0 million | 0.0% | +33,349 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 93,748 | $5.5 million | 0.0% | -13,800 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 16,052 | $943,055 | 0.0% | +7,408 | added | 30 June 2026 | 13F |
| FMR LLC | 7,597 | $446,324 | 0.0% | +3,337 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 5,355 | $314,606 | 0.0% | -1,466 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -19,690 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 493,180 | 12.17% | $29.0 million | 0.00% | +12,875 | 13F |
| Dimensional Fund Advisors LP | 329,747 | 8.14% | $19.4 million | 0.00% | +10,506 | 13F |
| Vanguard Capital Management LLC | 277,398 | 6.84% | $16.3 million | 0.00% | -5,514 | 13F |
| Acadian Asset Management LLC | 232,761 | 5.74% | $13.7 million | 0.02% | +68,083 | 13F |
| Geode Capital Management, LLC | 167,476 | 4.13% | $9.8 million | 0.00% | +11,260 | 13F |
| Pacific Ridge Capital Partners, LLC | 166,709 | 4.11% | $9.8 million | 1.78% | -1,291 | 13F |
| American Century Companies Inc. | 158,198 | 3.90% | $9.3 million | 0.00% | +52,207 | 13F |
| State Street Corp. | 146,182 | 3.61% | $8.6 million | 0.00% | +15,356 | 13F |
| Two Sigma Investments, LP | 118,419 | 2.92% | $7.0 million | 0.01% | +33,349 | 13F |
| Siena Capital Partners GP, LLC | 116,138 | 2.87% | $6.8 million | 1.65% | no change | 13F |
| Hillsdale Investment Management Inc. | 111,000 | 2.74% | $6.5 million | 0.15% | +5,100 | 13F |
| AQR Capital Management LLC | 108,960 | 2.69% | $6.4 million | 0.00% | +57,990 | 13F |
| Northern Trust Corp. | 94,520 | 2.33% | $5.6 million | 0.00% | +28,203 | 13F |
| Renaissance Technologies LLC | 93,748 | 2.31% | $5.5 million | 0.01% | -13,800 | 13F |
| Banc Funds Co. LLC | 90,423 | 2.23% | $5.3 million | 0.88% | -6,000 | 13F |
| Wealthspire Advisors, LLC | 87,538 | 2.16% | $5.1 million | 0.03% | new | 13F |
| Nuveen, LLC | 80,322 | 1.98% | $4.7 million | 0.00% | +12,930 | 13F |
| Qube Research & Technologies Ltd | 74,260 | 1.83% | $4.4 million | 0.01% | +21,599 | 13F |
| Goldman Sachs Group Inc. | 73,456 | 1.81% | $4.3 million | 0.00% | -17,304 | 13F |
| LSV Asset Management | 69,593 | 1.72% | $4.1 million | 0.01% | -107 | 13F |
| Commonwealth Equity Services, LLC | 67,349 | 1.66% | $4.0 million | 0.01% | -2,488 | 13F |
| Bridgeway Capital Management, LLC | 53,793 | 1.33% | $3.2 million | 0.06% | -1,151 | 13F |
| Vanguard Fiduciary Trust Co. | 46,465 | 1.15% | $2.7 million | 0.00% | +1,142 | 13F |
| Vanguard Portfolio Management LLC | 40,981 | 1.01% | $2.4 million | 0.00% | +2,151 | 13F |
| Empowered Funds, LLC | 32,191 | 0.79% | $1.9 million | 0.01% | +2,249 | 13F |
| Algert Global LLC | 31,421 | 0.78% | $1.8 million | 0.02% | +3,681 | 13F |
| Morgan Stanley | 30,321 | 0.75% | $1.8 million | 0.00% | -2,785 | 13F |
| Trexquant Investment LP | 28,856 | 0.71% | $1.7 million | 0.01% | -1,315 | 13F |
| Informed Momentum Co LLC | 26,981 | 0.67% | $1.6 million | 0.14% | -1,111 | 13F |
| Innovative Asset Advisors Group, LLC | 26,901 | 0.66% | $1.6 million | 0.69% | new | 13F |
| JPMorgan Chase & Co. | 24,967 | 0.62% | $1.5 million | 0.00% | +1,555 | 13F |
| Arrowstreet Capital, Limited Partnership | 24,902 | 0.61% | $1.5 million | 0.00% | no change | 13F |
| AllianceBernstein L.P. | 28,681 | 0.71% | $1.4 million | 0.00% | +1,420 | 13F |
| Bank of New York Mellon Corp | 23,446 | 0.58% | $1.4 million | 0.00% | +1,135 | 13F |
| Sei Investments Co. | 23,124 | 0.57% | $1.4 million | 0.00% | -18,218 | 13F |
| Corient Private Wealth LP | 22,223 | 0.55% | $1.3 million | 0.00% | +320 | 13F |
| Bank of America Corp. | 21,835 | 0.54% | $1.3 million | 0.00% | +7,237 | 13F |
| Summit Trail Advisors, LLC | 21,323 | 0.53% | $1.3 million | 0.02% | no change | 13F |
| Charles Schwab Investment Management Inc. | 19,818 | 0.49% | $1.2 million | 0.00% | +118 | 13F |
| Kennedy Capital Management LLC | 18,894 | 0.47% | $1.1 million | 0.02% | -6,109 | 13F |
| Captrust Financial Advisors | 17,598 | 0.43% | $1.0 million | 0.00% | +506 | 13F |
| Citadel Advisors LLC | 16,052 | 0.40% | $943,055 | 0.00% | +7,408 | 13F |
| Integrated Quantitative Investments LLC | 15,237 | 0.38% | $895,174 | 0.15% | +1,167 | 13F |
| Barclays PLC | 14,940 | 0.37% | $877,725 | 0.00% | -2,940 | 13F |
| State of Wisconsin Investment Board | 14,102 | 0.35% | $828,493 | 0.00% | -3,544 | 13F |
| Mangrove Partners Im, LLC | 10,358 | 0.26% | $608,533 | 0.04% | +884 | 13F |
| Legato Capital Management LLC | 10,167 | 0.25% | $597,311 | 0.05% | +186 | 13F |
| Thrivent Financial for Lutherans | 9,605 | 0.24% | $564,000 | 0.00% | +3,728 | 13F |
| Russell Investments Group, Ltd. | 9,359 | 0.23% | $554,141 | 0.00% | +8,629 | 13F |
| Sierra Capital LLC | 9,402 | 0.23% | $552,338 | 0.05% | +37 | 13F |
The 50 largest of the 126 funds that reported a position in BWFG in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 October 2026 | 13G/A | BlackRock, Inc. and 1 other | 383,453 | 4.8% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 July 2026 | 13G | BlackRock, Inc. and 1 other | 416,427 | 5.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 394,174 | 4.9% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G | BlackRock, Inc. and 1 other | 409,432 | 5.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 18 December 2025 | 13D/A | George P. Bauer | 392,180 | 5.0% | 10 December 2025 | The Reporting Person acquired and currently holds the shares of the Company's Common Stock, as described herein, for investment purposes. The Reporting Person believed that the shares, when purchased, represented an attractive investment op | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 9 September 2026 | 65 | $66.16 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.