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Empowered Funds’s Bankwell Financial Group BWFG Stock Holding History

Empowered Funds’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 		$1.45M Buy
29,942
+2,689
+10% +$128K 0.01% 1254
2025
Q4 		$1.25M Buy
27,253
+2,461
+10% +$111K 0.02% 608
2025
Q3 		$1.1M Buy
24,792
+2,715
+12% +$111K 0.01% 1148
2025
Q2 		$795K Buy
22,077
+815
+4% +$27.1K 0.01% 1156
2025
Q1 		$642K Buy
21,262
+702
+3% +$21.3K 0.01% 1131
2024
Q4 		$640K Buy
20,560
+918
+5% +$28.5K 0.01% 1090
2024
Q3 		$588K Buy
19,642
+938
+5% +$25.7K 0.01% 1057
2024
Q2 		$475K Buy
18,704
+1,260
+7% +$30.6K 0.01% 1069
2024
Q1 		$452K Buy
17,444
+1,225
+8% +$32.7K 0.01% 1103
2023
Q4 		$489K Buy
16,219
+1,344
+9% +$35.6K 0.01% 991
2023
Q3 		$361K Buy
14,875
+1,106
+8% +$28.7K 0.01% 1015
2023
Q2 		$336K Buy
+13,769
New +$327K 0.01% 925

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

Empowered Funds's BWFG Position: Q1 2026 in Review

Empowered Funds increased its Bankwell Financial Group (BWFG) stake by 9.9% in Q1 2026, buying an estimated $128K and bringing the position to 29,942 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #1254.

Empowered Funds first reported a position in BWFG in Q2 2023 and has held it in 12 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Empowered Funds held 29,942 shares of Bankwell Financial Group worth $1.45M as of Q1 2026.
  • Empowered Funds bought 2,689 Bankwell Financial Group shares in Q1 2026, an estimated $128K.
  • Bankwell Financial Group made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1254 holding.
  • Empowered Funds first reported a position in Bankwell Financial Group in Q2 2023 and has held it in 12 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.