Fidelity Investments
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Fidelity Investments’s Bankwell Financial Group BWFG Stock Holding History

Fidelity Investments’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 		$207K Buy
4,260
+2,282
+115% +$109K ﹤0.01% 3476
2025
Q4 		$90.6K Buy
1,978
+419
+27% +$18.9K ﹤0.01% 3810
2025
Q3 		$69K Buy
1,559
+4
+0.3% +$164 ﹤0.01% 3826
2025
Q2 		$56K Sell
1,555
-38
-2% -$1.26K ﹤0.01% 3847
2025
Q1 		$48.1K Sell
1,593
-212
-12% -$6.44K ﹤0.01% 3875
2024
Q4 		$56.2K Sell
1,805
-154
-8% -$4.77K ﹤0.01% 3797
2024
Q3 		$58.7K Buy
1,959
+197
+11% +$5.39K ﹤0.01% 3719
2024
Q2 		$44.7K Buy
1,762
+16
+0.9% +$389 ﹤0.01% 3671
2024
Q1 		$45.3K Sell
1,746
-149
-8% -$3.97K ﹤0.01% 3637
2023
Q4 		$57.2K Sell
1,895
-174
-8% -$4.61K ﹤0.01% 3460
2023
Q3 		$50.2K Sell
2,069
-61
-3% -$1.58K ﹤0.01% 3366
2023
Q2 		$51.9K Buy
2,130
+865
+68% +$20.5K ﹤0.01% 3414
2023
Q1 		$31.4K Buy
1,265
+44
+4% +$1.27K ﹤0.01% 3642
2022
Q4 		$35.9K Buy
1,221
+27
+2% +$804 ﹤0.01% 3555
2022
Q3 		$35K Buy
1,194
+40
+3% +$1.27K ﹤0.01% 3606
2022
Q2 		$36K Hold
1,154
– – ﹤0.01% 3676
2022
Q1 		$39K Buy
+1,154
New +$39.3K ﹤0.01% 3761
2021
Q1 		– Sell
-1
Closed – – 4004
2020
Q4 		$0 Buy
+1
New +$17 ﹤0.01% 3843
2020
Q2 		– Sell
-1
Closed – – 3611
2020
Q1 		$0 Buy
+1
New +$25 ﹤0.01% 3645

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

Fidelity Investments's BWFG Position: Q1 2026 in Review

Fidelity Investments increased its Bankwell Financial Group (BWFG) stake by 115% in Q1 2026, buying an estimated $109K and bringing the position to 4,260 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

Fidelity Investments first reported a position in BWFG in Q1 2020 and has held it in 19 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Fidelity Investments held 4,260 shares of Bankwell Financial Group worth $207K as of Q1 2026.
  • Fidelity Investments bought 2,282 Bankwell Financial Group shares in Q1 2026, an estimated $109K.
  • Bankwell Financial Group made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3476 holding.
  • Fidelity Investments first reported a position in Bankwell Financial Group in Q1 2020 and has held it in 19 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.