Bank of America
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Bank of America’s Bankwell Financial Group BWFG Stock Holding History

Bank of America’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 		$708K Buy
14,598
+2,933
+25% +$140K ﹤0.01% 4714
2025
Q4 		$534K Buy
11,665
+3,542
+44% +$160K ﹤0.01% 4882
2025
Q3 		$359K Sell
8,123
-439
-5% -$18K ﹤0.01% 5978
2025
Q2 		$308K Sell
8,562
-464
-5% -$15.4K ﹤0.01% 5976
2025
Q1 		$272K Sell
9,026
-2,808
-24% -$85.3K ﹤0.01% 6008
2024
Q4 		$369K Buy
11,834
+1,969
+20% +$61K ﹤0.01% 5765
2024
Q3 		$295K Buy
9,865
+723
+8% +$19.8K ﹤0.01% 5821
2024
Q2 		$232K Buy
9,142
+766
+9% +$18.6K ﹤0.01% 5814
2024
Q1 		$217K Sell
8,376
-4,058
-33% -$108K ﹤0.01% 5841
2023
Q4 		$375K Buy
12,434
+3,671
+42% +$97.2K ﹤0.01% 5705
2023
Q3 		$213K Buy
8,763
+709
+9% +$18.4K ﹤0.01% 5871
2023
Q2 		$196K Sell
8,054
-6,009
-43% -$142K ﹤0.01% 5839
2023
Q1 		$350K Buy
14,063
+4,401
+46% +$127K ﹤0.01% 5604
2022
Q4 		$284K Buy
9,662
+8,061
+503% +$240K ﹤0.01% 5728
2022
Q3 		$46K Sell
1,601
-9,712
-86% -$309K ﹤0.01% 6709
2022
Q2 		$351K Buy
11,313
+11,123
+5,854% +$374K ﹤0.01% 5683
2022
Q1 		$6K Buy
190
+52
+38% +$1.77K ﹤0.01% 7851
2021
Q4 		$5K Sell
138
-149
-52% -$4.6K ﹤0.01% 7821
2021
Q3 		$8K Sell
287
-1,131
-80% -$32.9K ﹤0.01% 7617
2021
Q2 		$39K Sell
1,418
-7,153
-83% -$200K ﹤0.01% 6932
2021
Q1 		$231K Buy
8,571
+4,813
+128% +$111K ﹤0.01% 5928
2020
Q4 		$73K Buy
3,758
+1,342
+56% +$23.3K ﹤0.01% 6139
2020
Q3 		$34K Sell
2,416
-594
-20% -$9.18K ﹤0.01% 6152
2020
Q2 		$48K Buy
3,010
+1,373
+84% +$20.4K ﹤0.01% 5996
2020
Q1 		$25K Sell
1,637
-2,268
-58% -$57.2K ﹤0.01% 6096
2019
Q4 		$113K Buy
3,905
+120
+3% +$3.43K ﹤0.01% 5944
2019
Q3 		$105K Buy
3,785
+428
+13% +$11.7K ﹤0.01% 6020
2019
Q2 		$96K Sell
3,357
-1,080
-24% -$31.6K ﹤0.01% 6034
2019
Q1 		$130K Buy
4,437
+445
+11% +$13K ﹤0.01% 5732
2018
Q4 		$115K Buy
3,992
+1,907
+91% +$56K ﹤0.01% 5831
2018
Q3 		$65K Buy
2,085
+984
+89% +$31.3K ﹤0.01% 6087
2018
Q2 		$35K Buy
1,101
+524
+91% +$16.5K ﹤0.01% 6304
2018
Q1 		$18K Sell
577
-440
-43% -$14.7K ﹤0.01% 6406
2017
Q4 		$35K Sell
1,017
-786
-44% -$27.8K ﹤0.01% 6210
2017
Q3 		$66K Buy
1,803
+327
+22% +$10.8K ﹤0.01% 5828
2017
Q2 		$46K Sell
1,476
-1,011
-41% -$34K ﹤0.01% 5905
2017
Q1 		$86K Buy
2,487
+225
+10% +$7.1K ﹤0.01% 5683
2016
Q4 		$74K Buy
2,262
+960
+74% +$26.3K ﹤0.01% 5756
2016
Q3 		$31K Buy
1,302
+1,041
+399% +$23.5K ﹤0.01% 5933
2016
Q2 		$6K Buy
+261
New +$5.48K ﹤0.01% 6618
2016
Q1 		– Sell
-31,871
Closed -$633K – 7007
2015
Q4 		$633K Buy
31,871
+21,871
+219% +$419K ﹤0.01% 4672
2015
Q3 		$183K Buy
+10,000
New +$182K ﹤0.01% 5379
2015
Q2 		– Sell
-10,000
Closed -$193K – 7267
2015
Q1 		$193K Sell
10,000
-2,261
-18% -$44K ﹤0.01% 4945
2014
Q4 		$257K Sell
12,261
-420
-3% -$8.13K ﹤0.01% 5166
2014
Q3 		$241K Buy
12,681
+11,000
+654% +$201K ﹤0.01% 5226
2014
Q2 		$29K Buy
+1,681
New +$29.6K ﹤0.01% 6988

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
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

Bank of America's BWFG Position: Q1 2026 in Review

Bank of America increased its Bankwell Financial Group (BWFG) stake by 25% in Q1 2026, buying an estimated $140K and bringing the position to 14,598 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #4714.

Bank of America first reported a position in BWFG in Q2 2014 and has held it in 46 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Bank of America held 14,598 shares of Bankwell Financial Group worth $708K as of Q1 2026.
  • Bank of America bought 2,933 Bankwell Financial Group shares in Q1 2026, an estimated $140K.
  • Bankwell Financial Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4714 holding.
  • Bank of America first reported a position in Bankwell Financial Group in Q2 2014 and has held it in 46 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.