Citigroup
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Citigroup’s Bankwell Financial Group BWFG Stock Holding History

Citigroup’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 		$22.1K Buy
456
+171
+60% +$8.16K ﹤0.01% 4792
2025
Q4 		$13.1K Sell
285
-204
-42% -$9.21K ﹤0.01% 4982
2025
Q3 		$21.6K Sell
489
-2,278
-82% -$93.5K ﹤0.01% 4793
2025
Q2 		$99.7K Sell
2,767
-2,096
-43% -$69.7K ﹤0.01% 4403
2025
Q1 		$147K Sell
4,863
-504
-9% -$15.3K ﹤0.01% 4370
2024
Q4 		$167K Buy
5,367
+295
+6% +$9.14K ﹤0.01% 4521
2024
Q3 		$152K Buy
5,072
+3,259
+180% +$89.1K ﹤0.01% 4542
2024
Q2 		$46K Buy
1,813
+363
+25% +$8.83K ﹤0.01% 4629
2024
Q1 		$37.6K Buy
1,450
+356
+33% +$9.49K ﹤0.01% 4764
2023
Q4 		$33K Buy
1,094
+825
+307% +$21.8K ﹤0.01% 4734
2023
Q3 		$6.53K Sell
269
-1,709
-86% -$44.4K ﹤0.01% 4656
2023
Q2 		$48.2K Buy
1,978
+1,956
+8,891% +$46.4K ﹤0.01% 4663
2023
Q1 		$547 Sell
22
-17
-44% -$491 ﹤0.01% 5200
2022
Q4 		$1.15K Sell
39
-47
-55% -$1.4K ﹤0.01% 5372
2022
Q3 		$3K Sell
86
-267
-76% -$8.49K ﹤0.01% 5365
2022
Q2 		$11K Sell
353
-6,819
-95% -$229K ﹤0.01% 5320
2022
Q1 		$243K Buy
+7,172
New +$244K ﹤0.01% 3970
2021
Q2 		– Sell
-441
Closed -$12K – 6138
2021
Q1 		$12K Sell
441
-923
-68% -$21.3K ﹤0.01% 5524
2020
Q4 		$27K Sell
1,364
-4,455
-77% -$77.5K ﹤0.01% 6455
2020
Q3 		$82K Sell
5,819
-637
-10% -$9.84K ﹤0.01% 5263
2020
Q2 		$103K Sell
6,456
-1,046
-14% -$15.5K ﹤0.01% 5549
2020
Q1 		$114K Buy
7,502
+669
+10% +$16.9K ﹤0.01% 5236
2019
Q4 		$197K Buy
6,833
+470
+7% +$13.4K ﹤0.01% 5192
2019
Q3 		$175K Sell
6,363
-835
-12% -$22.7K ﹤0.01% 5248
2019
Q2 		$207K Buy
7,198
+151
+2% +$4.42K ﹤0.01% 5235
2019
Q1 		$206K Sell
7,047
-108
-2% -$3.16K ﹤0.01% 5071
2018
Q4 		$206K Sell
7,155
-102
-1% -$3K ﹤0.01% 4998
2018
Q3 		$228K Sell
7,257
-77
-1% -$2.45K ﹤0.01% 5125
2018
Q2 		$236K Sell
7,334
-392
-5% -$12.4K ﹤0.01% 4887
2018
Q1 		$250K Sell
7,726
-1,589
-17% -$53K ﹤0.01% 4728
2017
Q4 		$320K Buy
9,315
+3,058
+49% +$108K ﹤0.01% 4574
2017
Q3 		$231K Sell
6,257
-1,278
-17% -$42.4K ﹤0.01% 4864
2017
Q2 		$235K Buy
7,535
+901
+14% +$30.3K ﹤0.01% 4655
2017
Q1 		$229K Sell
6,634
-5,482
-45% -$173K ﹤0.01% 4559
2016
Q4 		$394K Buy
12,116
+6,153
+103% +$168K ﹤0.01% 4635
2016
Q3 		$141K Sell
5,963
-106
-2% -$2.4K ﹤0.01% 4945
2016
Q2 		$134K Buy
6,069
+569
+10% +$12K ﹤0.01% 4836
2016
Q1 		$108K Hold
5,500
– – ﹤0.01% 5610
2015
Q4 		$109K Hold
5,500
– – ﹤0.01% 5306
2015
Q3 		$101K Hold
5,500
– – ﹤0.01% 4978
2015
Q2 		$98K Hold
5,500
– – ﹤0.01% 5007
2015
Q1 		$105K Hold
5,500
– – ﹤0.01% 4992
2014
Q4 		$116K Hold
5,500
– – ﹤0.01% 5125
2014
Q3 		$104K Hold
5,500
– – ﹤0.01% 4730
2014
Q2 		$94K Buy
+5,500
New +$96.8K ﹤0.01% 4713

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

Citigroup's BWFG Position: Q1 2026 in Review

Citigroup increased its Bankwell Financial Group (BWFG) stake by 60% in Q1 2026, buying an estimated $8.16K and bringing the position to 456 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4792.

Citigroup first reported a position in BWFG in Q2 2014 and has held it in 45 quarters since. The position peaked at $394K in Q4 2016. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Citigroup held 456 shares of Bankwell Financial Group worth $22.1K as of Q1 2026.
  • Citigroup bought 171 Bankwell Financial Group shares in Q1 2026, an estimated $8.16K.
  • Bankwell Financial Group made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4792 holding.
  • Citigroup first reported a position in Bankwell Financial Group in Q2 2014 and has held it in 45 quarters since.
  • Citigroup's Bankwell Financial Group position peaked at $394K in Q4 2016.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.