Geode Capital Management
BWFG icon

Geode Capital Management’s Bankwell Financial Group BWFG Stock Holding History

Geode Capital Management’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 		$7.58M Sell
156,216
-3,065
-2% -$146K ﹤0.01% 2526
2025
Q4 		$7.3M Sell
159,281
-1,115
-0.7% -$50.3K ﹤0.01% 2561
2025
Q3 		$7.1M Buy
160,396
+1,012
+0.6% +$41.5K ﹤0.01% 2606
2025
Q2 		$5.74M Buy
159,384
+8,178
+5% +$272K ﹤0.01% 2652
2025
Q1 		$4.56M Buy
151,206
+3,171
+2% +$96.3K ﹤0.01% 2698
2024
Q4 		$4.61M Buy
148,035
+693
+0.5% +$21.5K ﹤0.01% 2787
2024
Q3 		$4.41M Buy
147,342
+5,438
+4% +$149K ﹤0.01% 2824
2024
Q2 		$3.6M Buy
141,904
+11,681
+9% +$284K ﹤0.01% 2897
2024
Q1 		$3.38M Buy
130,223
+1,941
+2% +$51.8K ﹤0.01% 2899
2023
Q4 		$3.87M Buy
128,282
+7,446
+6% +$197K ﹤0.01% 2834
2023
Q3 		$2.93M Buy
120,836
+3,444
+3% +$89.5K ﹤0.01% 2918
2023
Q2 		$2.86M Buy
117,392
+4,783
+4% +$113K ﹤0.01% 2989
2023
Q1 		$2.8M Buy
112,609
+6,779
+6% +$196K ﹤0.01% 2891
2022
Q4 		$3.11M Buy
105,830
+2,273
+2% +$67.7K ﹤0.01% 2884
2022
Q3 		$3.01M Buy
103,557
+305
+0.3% +$9.69K ﹤0.01% 2940
2022
Q2 		$3.21M Buy
103,252
+35,560
+53% +$1.2M ﹤0.01% 2942
2022
Q1 		$2.29M Sell
67,692
-1,158
-2% -$39.4K ﹤0.01% 3194
2021
Q4 		$2.26M Hold
68,850
– – ﹤0.01% 3308
2021
Q3 		$2.02M Buy
68,850
+1,559
+2% +$45.4K ﹤0.01% 3345
2021
Q2 		$1.86M Sell
67,291
-48,036
-42% -$1.35M ﹤0.01% 3297
2021
Q1 		$3.11M Buy
115,327
+7,591
+7% +$175K ﹤0.01% 3028
2020
Q4 		$2.11M Sell
107,736
-107
-0.1% -$1.86K ﹤0.01% 3053
2020
Q3 		$1.52M Buy
107,843
+2,854
+3% +$44.1K ﹤0.01% 3020
2020
Q2 		$1.67M Buy
104,989
+4,131
+4% +$61.3K ﹤0.01% 2938
2020
Q1 		$1.54M Buy
100,858
+3,319
+3% +$83.7K ﹤0.01% 2811
2019
Q4 		$2.81M Buy
97,539
+761
+0.8% +$21.7K ﹤0.01% 2790
2019
Q3 		$2.66M Buy
96,778
+10,563
+12% +$288K ﹤0.01% 2768
2019
Q2 		$2.47M Buy
86,215
+16,726
+24% +$490K ﹤0.01% 2810
2019
Q1 		$2.03M Buy
69,489
+2,012
+3% +$58.9K ﹤0.01% 2846
2018
Q4 		$1.94M Buy
67,477
+3,263
+5% +$95.8K ﹤0.01% 2792
2018
Q3 		$2.01M Buy
64,214
+2,089
+3% +$66.4K ﹤0.01% 2876
2018
Q2 		$2M Buy
62,125
+3,723
+6% +$118K ﹤0.01% 2861
2018
Q1 		$1.89M Buy
58,402
+433
+0.7% +$14.4K ﹤0.01% 2797
2017
Q4 		$1.99M Buy
57,969
+612
+1% +$21.6K ﹤0.01% 2749
2017
Q3 		$2.12M Buy
57,357
+1,820
+3% +$60.3K ﹤0.01% 2714
2017
Q2 		$1.73M Sell
55,537
-226
-0.4% -$7.6K ﹤0.01% 2817
2017
Q1 		$1.92M Buy
55,763
+33,950
+156% +$1.07M ﹤0.01% 2693
2016
Q4 		$708K Buy
21,813
+1,045
+5% +$28.6K ﹤0.01% 3147
2016
Q3 		$491K Buy
20,768
+762
+4% +$17.2K ﹤0.01% 3255
2016
Q2 		$441K Buy
20,006
+6,536
+49% +$137K ﹤0.01% 3270
2016
Q1 		$263 Sell
13,470
-33
-0.2% -$647 ﹤0.01% 3530
2015
Q4 		$268K Buy
13,503
+1,094
+9% +$21K ﹤0.01% 3558
2015
Q3 		$226K Buy
12,409
+1,058
+9% +$19.3K ﹤0.01% 3636
2015
Q2 		$202K Hold
11,351
– – ﹤0.01% 3587
2015
Q1 		$216K Buy
11,351
+576
+5% +$11.2K ﹤0.01% 3552
2014
Q4 		$226K Hold
10,775
– – ﹤0.01% 3536
2014
Q3 		$204K Buy
+10,775
New +$196K ﹤0.01% 3563

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management's BWFG Position: Q1 2026 in Review

Geode Capital Management reduced its Bankwell Financial Group (BWFG) stake by 1.9% in Q1 2026, selling an estimated $146K and leaving 156,216 shares worth $7.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Geode Capital Management first reported a position in BWFG in Q3 2014 and has held it in 47 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Geode Capital Management held 156,216 shares of Bankwell Financial Group worth $7.58M as of Q1 2026.
  • Geode Capital Management sold 3,065 Bankwell Financial Group shares in Q1 2026, an estimated $146K.
  • Bankwell Financial Group made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2526 holding.
  • Geode Capital Management first reported a position in Bankwell Financial Group in Q3 2014 and has held it in 47 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.