HSBC Holdings
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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
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 $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

HSBC Holdings's BWFG Position: Q1 2026 in Review

HSBC Holdings increased its Bankwell Financial Group (BWFG) stake by 4.9% in Q1 2026, buying an estimated $44.5K and bringing the position to 19,870 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

HSBC Holdings first reported a position in BWFG in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • HSBC Holdings held 19,870 shares of Bankwell Financial Group worth $967K as of Q1 2026.
  • HSBC Holdings bought 932 Bankwell Financial Group shares in Q1 2026, an estimated $44.5K.
  • Bankwell Financial Group made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1879 holding.
  • HSBC Holdings first reported a position in Bankwell Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.