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 Q2	$1.39M	Buy	28,681 +1,420	+5%	+$75.3K	﹤0.01%	2230
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein's BWFG Position: Q2 2026 in Review

AllianceBernstein increased its Bankwell Financial Group (BWFG) stake by 5.2% in Q2 2026, buying an estimated $75.3K and bringing the position to 28,681 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

AllianceBernstein first reported a position in BWFG in Q4 2015 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

AllianceBernstein held 28,681 shares of Bankwell Financial Group worth $1.39M as of Q2 2026.
AllianceBernstein bought 1,420 Bankwell Financial Group shares in Q2 2026, an estimated $75.3K.
Bankwell Financial Group made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #2230 holding.
AllianceBernstein first reported a position in Bankwell Financial Group in Q4 2015 and has held it in 11 quarters since.
126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.