Connor, Clark & Lunn Investment Management (CC&L)’s Bankwell Financial Group BWFG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$308K	Buy	6,350 +781	+14%	+$37.3K	﹤0.01%	1415
2025 Q4	$255K	Buy	5,569 +384	+7%	+$17.3K	﹤0.01%	1415
2025 Q3	$229K	Buy	+5,185	New	+$213K	﹤0.01%	1405
2025 Q1	–	Sell	-6,719	Closed	-$209K	–	1421
2024 Q4	$209K	Buy	+6,719	New	+$208K	﹤0.01%	1320
2023 Q1	–	Sell	-18,909	Closed	-$556K	–	1256
2022 Q4	$556K	Sell	18,909 -4,928	-21%	-$147K	﹤0.01%	839
2022 Q3	$694K	Buy	23,837 +6,252	+36%	+$199K	﹤0.01%	736
2022 Q2	$546K	Buy	17,585 +1,759	+11%	+$59.2K	﹤0.01%	754
2022 Q1	$535K	Buy	15,826 +3,602	+29%	+$123K	﹤0.01%	774
2021 Q4	$401K	Buy	12,224 +2,581	+27%	+$79.7K	﹤0.01%	838
2021 Q3	$284K	Buy	+9,643	New	+$281K	﹤0.01%	887

Other funds holding BWFG

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Connor, Clark & Lunn Investment Management (CC&L)'s BWFG Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Bankwell Financial Group (BWFG) stake by 14% in Q1 2026, buying an estimated $37.3K and bringing the position to 6,350 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in BWFG in Q3 2021 and has held it in 10 quarters since. The position peaked at $694K in Q3 2022. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 6,350 shares of Bankwell Financial Group worth $308K as of Q1 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 781 Bankwell Financial Group shares in Q1 2026, an estimated $37.3K.
Bankwell Financial Group made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1415 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Bankwell Financial Group in Q3 2021 and has held it in 10 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s Bankwell Financial Group position peaked at $694K in Q3 2022.
119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.