Integrated Quantitative Investments
BWFG icon

Integrated Quantitative Investments’s Bankwell Financial Group BWFG Stock Holding History

Integrated Quantitative Investments’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 		$895K Buy
15,237
+1,167
+8% +$61.8K 0.15% 237
2026
Q1 		$683K Buy
14,070
+4,401
+46% +$210K 0.12% 250
2025
Q4 		$443K Buy
+9,669
New +$437K 0.1% 275

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 $551B AUM 33.95% 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 $1.92T AUM 36.1% 1-Year Est. Return
Pacific Ridge Capital Partners
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
Siena Capital Partners
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Integrated Quantitative Investments's BWFG Position: Q2 2026 in Review

Integrated Quantitative Investments increased its Bankwell Financial Group (BWFG) stake by 8.3% in Q2 2026, buying an estimated $61.8K and bringing the position to 15,237 shares worth $895K. The position accounts for 0.15% of the portfolio, ranked #237.

Integrated Quantitative Investments first reported a position in BWFG in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Integrated Quantitative Investments held 15,237 shares of Bankwell Financial Group worth $895K as of Q2 2026.
  • Integrated Quantitative Investments bought 1,167 Bankwell Financial Group shares in Q2 2026, an estimated $61.8K.
  • Bankwell Financial Group made up 0.15% of Integrated Quantitative Investments's portfolio in Q2 2026, its #237 holding.
  • Integrated Quantitative Investments first reported a position in Bankwell Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.