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Cliff Asness’s Bankwell Financial Group BWFG Stock Holding History

Cliff Asness’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 		$6.4M Buy
108,960
+57,990
+114% +$3.07M ﹤0.01% 1845
2026
Q1 		$2.47M Buy
50,970
+30,487
+149% +$1.46M ﹤0.01% 2211
2025
Q4 		$939K Buy
20,483
+8,700
+74% +$393K ﹤0.01% 2595
2025
Q3 		$521K Buy
11,783
+5,446
+86% +$224K ﹤0.01% 2790
2025
Q2 		$228K Buy
+6,337
New +$211K ﹤0.01% 2992
2022
Q4 		– Sell
-8,679
Closed -$253K – 2207
2022
Q3 		$253K Buy
+8,679
New +$276K ﹤0.01% 1988

Other funds holding BWFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
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

Cliff Asness's BWFG Position: Q2 2026 in Review

Cliff Asness increased its Bankwell Financial Group (BWFG) stake by 114% in Q2 2026, buying an estimated $3.07M and bringing the position to 108,960 shares worth $6.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Cliff Asness first reported a position in BWFG in Q3 2022 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Cliff Asness held 108,960 shares of Bankwell Financial Group worth $6.4M as of Q2 2026.
  • Cliff Asness bought 57,990 Bankwell Financial Group shares in Q2 2026, an estimated $3.07M.
  • Bankwell Financial Group made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1845 holding.
  • Cliff Asness first reported a position in Bankwell Financial Group in Q3 2022 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.