HSBC Holdings
BWFG icon

HSBC Holdings’s Bankwell Financial Group BWFG Stock Holding History

HSBC Holdings’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
Q2 		$268K Sell
4,573
-15,297
-77% -$811K ﹤0.01% 2575
2026
Q1 		$967K Buy
19,870
+932
+5% +$44.5K ﹤0.01% 1879
2025
Q4 		$875K Buy
18,938
+6,882
+57% +$311K ﹤0.01% 2014
2025
Q3 		$533K Buy
12,056
+5,396
+81% +$221K ﹤0.01% 2072
2025
Q2 		$244K Sell
6,660
-175
-3% -$5.82K ﹤0.01% 2576
2025
Q1 		$206K Sell
6,835
-788
-10% -$23.9K ﹤0.01% 2605
2024
Q4 		$241K Sell
7,623
-1,344
-15% -$41.7K ﹤0.01% 2617
2024
Q3 		$271K Buy
+8,967
New +$245K ﹤0.01% 2423

Other funds holding BWFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

HSBC Holdings's BWFG Position: Q2 2026 in Review

HSBC Holdings reduced its Bankwell Financial Group (BWFG) stake by 77% in Q2 2026, selling an estimated $811K and leaving 4,573 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

HSBC Holdings first reported a position in BWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $967K in Q1 2026. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • HSBC Holdings held 4,573 shares of Bankwell Financial Group worth $268K as of Q2 2026.
  • HSBC Holdings sold 15,297 Bankwell Financial Group shares in Q2 2026, an estimated $811K.
  • Bankwell Financial Group made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2575 holding.
  • HSBC Holdings first reported a position in Bankwell Financial Group in Q3 2024 and has held it in 8 quarters since.
  • HSBC Holdings's Bankwell Financial Group position peaked at $967K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.