AllianceBernstein’s Bankwell Financial Group BWFG Stock Holding History

AllianceBernstein’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 Q1	$1.25M	Buy	+27,261	New	+$1.3M	﹤0.01%	2247
2019 Q2	–	Sell	-21,529	Closed	-$628K	–	3149
2019 Q1	$628K	Buy	21,529 +200	+0.9%	+$5.86K	﹤0.01%	2438
2018 Q4	$612K	Buy	21,329 +10,269	+93%	+$302K	﹤0.01%	2393
2018 Q3	$347K	Buy	11,060 +124	+1%	+$3.94K	﹤0.01%	2778
2018 Q2	$352K	Buy	+10,936	New	+$345K	﹤0.01%	2752
2017 Q1	–	Sell	-11,418	Closed	-$371K	–	2994
2016 Q4	$371K	Sell	11,418 -28,880	-72%	-$791K	﹤0.01%	2661
2016 Q3	$955K	Sell	40,298 -19,750	-33%	-$446K	﹤0.01%	2247
2016 Q2	$1.32M	Buy	60,048 +6,016	+11%	+$126K	﹤0.01%	2038
2016 Q1	$1.06M	Buy	54,032 +24,105	+81%	+$472K	﹤0.01%	2060
2015 Q4	$594K	Buy	+29,927	New	+$574K	﹤0.01%	2385

Other funds holding BWFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

AllianceBernstein's BWFG Position: Q1 2026 in Review

AllianceBernstein opened a new position in Bankwell Financial Group (BWFG) in Q1 2026: 27,261 shares worth $1.25M. The stake represents ﹤0.01% of the portfolio and ranks #2247 among its holdings. This is a return to the name: AllianceBernstein previously reported a position in BWFG as recently as Q1 2019.

AllianceBernstein first reported a position in BWFG in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.32M in Q2 2016. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

AllianceBernstein held 27,261 shares of Bankwell Financial Group worth $1.25M as of Q1 2026.
Bankwell Financial Group was a new AllianceBernstein position in Q1 2026.
Bankwell Financial Group made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #2247 holding.
AllianceBernstein first reported a position in Bankwell Financial Group in Q4 2015 and has held it in 10 quarters since.
AllianceBernstein's Bankwell Financial Group position peaked at $1.32M in Q2 2016.
119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.