Franklin Resources
BWFG icon

Franklin Resources’s Bankwell Financial Group BWFG Stock Holding History

Franklin Resources’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 		$221K Sell
4,545
-2,169
-32% -$104K ﹤0.01% 2764
2025
Q4 		$308K Sell
6,714
-117
-2% -$5.28K ﹤0.01% 2614
2025
Q3 		$302K Buy
+6,831
New +$280K ﹤0.01% 2660

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

Franklin Resources's BWFG Position: Q1 2026 in Review

Franklin Resources reduced its Bankwell Financial Group (BWFG) stake by 32% in Q1 2026, selling an estimated $104K and leaving 4,545 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Franklin Resources first reported a position in BWFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Franklin Resources held 4,545 shares of Bankwell Financial Group worth $221K as of Q1 2026.
  • Franklin Resources sold 2,169 Bankwell Financial Group shares in Q1 2026, an estimated $104K.
  • Bankwell Financial Group made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2764 holding.
  • Franklin Resources first reported a position in Bankwell Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Franklin Resources's Bankwell Financial Group position peaked at $308K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.