Invesco
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Invesco’s Bankwell Financial Group BWFG Stock Holding History

Invesco’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 		$307K Sell
6,320
-932
-13% -$44.5K ﹤0.01% 3331
2025
Q4 		$332K Buy
7,252
+1,520
+27% +$68.6K ﹤0.01% 3345
2025
Q3 		$254K Buy
+5,732
New +$235K ﹤0.01% 3484
2024
Q3 		– Sell
-17,365
Closed -$441K – 3771
2024
Q2 		$441K Sell
17,365
-1,740
-9% -$42.3K ﹤0.01% 3331
2024
Q1 		$496K Buy
+19,105
New +$510K ﹤0.01% 3343
2023
Q1 		– Sell
-7,381
Closed -$217K – 3879
2022
Q4 		$217K Buy
+7,381
New +$220K ﹤0.01% 3651
2020
Q4 		– Sell
-13,167
Closed -$186K – 3778
2020
Q3 		$186K Sell
13,167
-3,291
-20% -$50.9K ﹤0.01% 3478
2020
Q2 		$262K Buy
16,458
+3,803
+30% +$56.4K ﹤0.01% 3382
2020
Q1 		$194K Buy
12,655
+1,160
+10% +$29.2K ﹤0.01% 3408
2019
Q4 		$332K Buy
11,495
+208
+2% +$5.94K ﹤0.01% 3394
2019
Q3 		$310K Sell
11,287
-543
-5% -$14.8K ﹤0.01% 3420
2019
Q2 		$340K Sell
11,830
-3,200
-21% -$93.7K ﹤0.01% 3459
2019
Q1 		$438K Sell
15,030
-9,245
-38% -$271K ﹤0.01% 3361
2018
Q4 		$697K Buy
24,275
+536
+2% +$15.7K ﹤0.01% 3143
2018
Q3 		$745K Sell
23,739
-1,890
-7% -$60.1K ﹤0.01% 3267
2018
Q2 		$824K Buy
25,629
+32
+0.1% +$1.01K ﹤0.01% 3221
2018
Q1 		$826K Buy
25,597
+2,527
+11% +$84.2K ﹤0.01% 3111
2017
Q4 		$792K Buy
23,070
+8,211
+55% +$290K ﹤0.01% 3120
2017
Q3 		$548K Buy
14,859
+6,493
+78% +$215K ﹤0.01% 3279
2017
Q2 		$261K Buy
8,366
+133
+2% +$4.47K ﹤0.01% 3524
2017
Q1 		$283K Buy
+8,233
New +$260K ﹤0.01% 3521

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

Invesco's BWFG Position: Q1 2026 in Review

Invesco reduced its Bankwell Financial Group (BWFG) stake by 13% in Q1 2026, selling an estimated $44.5K and leaving 6,320 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

Invesco first reported a position in BWFG in Q1 2017 and has held it in 21 quarters since. The position peaked at $826K in Q1 2018. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Invesco held 6,320 shares of Bankwell Financial Group worth $307K as of Q1 2026.
  • Invesco sold 932 Bankwell Financial Group shares in Q1 2026, an estimated $44.5K.
  • Bankwell Financial Group made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3331 holding.
  • Invesco first reported a position in Bankwell Financial Group in Q1 2017 and has held it in 21 quarters since.
  • Invesco's Bankwell Financial Group position peaked at $826K in Q1 2018.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.