Jacobs Levy Equity Management
BWFG icon

Jacobs Levy Equity Management’s Bankwell Financial Group BWFG Stock Holding History

Jacobs Levy Equity Management’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
2025
Q3 		– Sell
-6,207
Closed -$224K – 981
2025
Q2 		$224K Buy
+6,207
New +$206K ﹤0.01% 970
2023
Q1 		– Sell
-11,320
Closed -$333K – 970
2022
Q4 		$333K Sell
11,320
-8,210
-42% -$244K ﹤0.01% 846
2022
Q3 		$569K Sell
19,530
-284
-1% -$9.03K ﹤0.01% 815
2022
Q2 		$615K Buy
19,814
+675
+4% +$22.7K ﹤0.01% 840
2022
Q1 		$647K Sell
19,139
-6,593
-26% -$224K ﹤0.01% 824
2021
Q4 		$845K Buy
25,732
+13,464
+110% +$416K 0.01% 765
2021
Q3 		$358K Sell
12,268
-920
-7% -$26.8K ﹤0.01% 914
2021
Q2 		$365K Buy
+13,188
New +$369K ﹤0.01% 911
2020
Q3 		– Sell
-21,150
Closed -$336K – 1031
2020
Q2 		$336K Buy
+21,150
New +$314K ﹤0.01% 863

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management's BWFG Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Bankwell Financial Group (BWFG) in Q3 2025, closing a stake of 6,207 shares — an estimated $224K sold.

Jacobs Levy Equity Management first reported a position in BWFG in Q2 2020 and held it in 9 quarters. The position peaked at $845K in Q4 2021. 98 funds tracked by Wall St. Rank hold BWFG as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Bankwell Financial Group position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 6,207 Bankwell Financial Group shares in Q3 2025, an estimated $224K.
  • Jacobs Levy Equity Management first reported a position in Bankwell Financial Group in Q2 2020 and held it in 9 quarters.
  • Jacobs Levy Equity Management's Bankwell Financial Group position peaked at $845K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.