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IEQ Capital’s Bankwell Financial Group BWFG Stock Holding History

IEQ Capital’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 		$304K Buy
+5,174
New +$274K ﹤0.01% 1634

Other funds holding BWFG

BlackRock
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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 $3.37T AUM 44.26% 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

IEQ Capital's BWFG Position: Q2 2026 in Review

IEQ Capital opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 5,174 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings.

127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • IEQ Capital held 5,174 shares of Bankwell Financial Group worth $304K as of Q2 2026.
  • Bankwell Financial Group was a new IEQ Capital position in Q2 2026.
  • Bankwell Financial Group made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1634 holding.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.