Ameritas Investment Partners’s Bankwell Financial Group BWFG Stock Holding History

Ameritas Investment Partners’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	$27K	Sell	557 -165	-23%	-$7.88K	﹤0.01%	2452
2025 Q4	$33.1K	Hold	722	–	–	﹤0.01%	2386
2025 Q3	$31.9K	Hold	722	–	–	﹤0.01%	2450
2025 Q2	$26K	Buy	722 +299	+71%	+$9.94K	﹤0.01%	2543
2025 Q1	$12.8K	Hold	423	–	–	﹤0.01%	2736
2024 Q4	$13.2K	Hold	423	–	–	﹤0.01%	2820
2024 Q3	$12.7K	Hold	423	–	–	﹤0.01%	2851
2024 Q2	$10.7K	Hold	423	–	–	﹤0.01%	2895
2024 Q1	$11K	Hold	423	–	–	﹤0.01%	2793
2023 Q4	$12.8K	Hold	423	–	–	﹤0.01%	2762
2023 Q3	$10.3K	Hold	423	–	–	﹤0.01%	2832
2023 Q2	$10.3K	Hold	423	–	–	﹤0.01%	2903
2023 Q1	$10.5K	Hold	423	–	–	﹤0.01%	2713
2022 Q4	$12.8K	Hold	423	–	–	﹤0.01%	2736
2022 Q3	$12K	Hold	423	–	–	﹤0.01%	2737
2022 Q2	$13K	Buy	+423	New	+$14.2K	﹤0.01%	2743
2021 Q2	–	Sell	-446	Closed	-$12K	–	3076
2021 Q1	$12K	Hold	446	–	–	﹤0.01%	2767
2020 Q4	$9K	Hold	446	–	–	﹤0.01%	2819
2020 Q3	$6K	Hold	446	–	–	﹤0.01%	2910
2020 Q2	$7K	Hold	446	–	–	﹤0.01%	2862
2020 Q1	$7K	Hold	446	–	–	﹤0.01%	2671
2019 Q4	$13K	Hold	446	–	–	﹤0.01%	2620
2019 Q3	$12K	Hold	446	–	–	﹤0.01%	2648
2019 Q2	$13K	Hold	446	–	–	﹤0.01%	2680
2019 Q1	$13K	Hold	446	–	–	﹤0.01%	2589
2018 Q4	$13K	Hold	446	–	–	﹤0.01%	2545
2018 Q3	$14K	Hold	446	–	–	﹤0.01%	2683
2018 Q2	$14K	Hold	446	–	–	﹤0.01%	2686
2018 Q1	$14K	Hold	446	–	–	﹤0.01%	2589
2017 Q4	$15K	Hold	446	–	–	﹤0.01%	2577
2017 Q3	$15K	Hold	446	–	–	﹤0.01%	2558
2017 Q2	$14K	Hold	446	–	–	﹤0.01%	2650
2017 Q1	$15K	Buy	+446	New	+$14.1K	﹤0.01%	2545

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

Ameritas Investment Partners's BWFG Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Bankwell Financial Group (BWFG) stake by 23% in Q1 2026, selling an estimated $7.88K and leaving 557 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Ameritas Investment Partners first reported a position in BWFG in Q1 2017 and has held it in 33 quarters since. The position peaked at $33.1K in Q4 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

Ameritas Investment Partners held 557 shares of Bankwell Financial Group worth $27K as of Q1 2026.
Ameritas Investment Partners sold 165 Bankwell Financial Group shares in Q1 2026, an estimated $7.88K.
Bankwell Financial Group made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2452 holding.
Ameritas Investment Partners first reported a position in Bankwell Financial Group in Q1 2017 and has held it in 33 quarters since.
Ameritas Investment Partners's Bankwell Financial Group position peaked at $33.1K in Q4 2025.
119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.