Algert Global
BWFG icon

Algert Global’s Bankwell Financial Group BWFG Stock Holding History

Algert Global’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Buy
31,421
+3,681
+13% +$195K 0.02% 856
2026
Q1 		$1.35M Buy
27,740
+1,670
+6% +$79.7K 0.02% 801
2025
Q4 		$1.19M Buy
26,070
+12,355
+90% +$558K 0.02% 815
2025
Q3 		$607K Buy
+13,715
New +$563K 0.01% 906

Other funds holding BWFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Algert Global's BWFG Position: Q2 2026 in Review

Algert Global increased its Bankwell Financial Group (BWFG) stake by 13% in Q2 2026, buying an estimated $195K and bringing the position to 31,421 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #856.

Algert Global first reported a position in BWFG in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Algert Global held 31,421 shares of Bankwell Financial Group worth $1.85M as of Q2 2026.
  • Algert Global bought 3,681 Bankwell Financial Group shares in Q2 2026, an estimated $195K.
  • Bankwell Financial Group made up 0.02% of Algert Global's portfolio in Q2 2026, its #856 holding.
  • Algert Global first reported a position in Bankwell Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.