JY
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Jeff Yass’s Bankwell Financial Group BWFG Stock Holding History

Jeff Yass’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
-8,792
Closed -$317K – 12477
2025
Q2 		$317K Sell
8,792
-1,161
-12% -$38.6K ﹤0.01% 10213
2025
Q1 		$300K Buy
+9,953
New +$302K ﹤0.01% 10069
2022
Q3 		– Sell
-6,971
Closed -$216K – 13209
2022
Q2 		$216K Sell
6,971
-18,622
-73% -$627K ﹤0.01% 10446
2022
Q1 		$866K Buy
25,593
+220
+0.9% +$7.49K ﹤0.01% 7503
2021
Q4 		$833K Buy
25,373
+12,160
+92% +$376K ﹤0.01% 7780
2021
Q3 		$389K Buy
+13,213
New +$385K ﹤0.01% 10000

Other funds holding BWFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jeff Yass's BWFG Position: Q3 2025 in Review

Jeff Yass sold out of Bankwell Financial Group (BWFG) in Q3 2025, closing a stake of 8,792 shares — an estimated $317K sold.

Jeff Yass first reported a position in BWFG in Q3 2021 and held it in 6 quarters. The position peaked at $866K in Q1 2022. 98 funds tracked by Wall St. Rank hold BWFG as of Q3 2025.

  • Jeff Yass reported no remaining Bankwell Financial Group position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 8,792 Bankwell Financial Group shares in Q3 2025, an estimated $317K.
  • Jeff Yass first reported a position in Bankwell Financial Group in Q3 2021 and held it in 6 quarters.
  • Jeff Yass's Bankwell Financial Group position peaked at $866K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.