Amalgamated Bank’s Bankwell Financial Group BWFG Stock Holding History

Amalgamated Bank’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	–	Sell	-222	Closed	-$10K	–	1812
2025 Q4	$10K	Buy	222 +26	+13%	+$1.17K	﹤0.01%	2407
2025 Q3	$9K	Hold	196	–	–	﹤0.01%	2505
2025 Q2	$7K	Hold	196	–	–	﹤0.01%	2576
2025 Q1	$6K	Hold	196	–	–	﹤0.01%	2566
2024 Q4	$6K	Hold	196	–	–	﹤0.01%	2646
2024 Q3	$6K	Hold	196	–	–	﹤0.01%	2676
2024 Q2	$5K	Hold	196	–	–	﹤0.01%	2749
2024 Q1	$5K	Sell	196 -329	-63%	-$8.77K	﹤0.01%	2700
2023 Q4	$16K	Sell	525 -58	-10%	-$1.53K	﹤0.01%	2740
2023 Q3	$14K	Hold	583	–	–	﹤0.01%	2804
2023 Q2	$14K	Hold	583	–	–	﹤0.01%	2881
2023 Q1	$14K	Sell	583 -131	-18%	-$3.78K	﹤0.01%	2751
2022 Q4	$21K	Hold	714	–	–	﹤0.01%	2737
2022 Q3	$21K	Hold	714	–	–	﹤0.01%	2802
2022 Q2	$22K	Buy	+714	New	+$24K	﹤0.01%	2833

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

Amalgamated Bank's BWFG Position: Q1 2026 in Review

Amalgamated Bank sold out of Bankwell Financial Group (BWFG) in Q1 2026, closing a stake of 222 shares — an estimated $10K sold.

Amalgamated Bank first reported a position in BWFG in Q2 2022 and held it in 15 quarters. The position peaked at $22K in Q2 2022. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

Amalgamated Bank reported no remaining Bankwell Financial Group position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 222 Bankwell Financial Group shares in Q1 2026, an estimated $10K.
Amalgamated Bank first reported a position in Bankwell Financial Group in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's Bankwell Financial Group position peaked at $22K in Q2 2022.
119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.