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John Overdeck’s Bankwell Financial Group BWFG Stock Holding History

John Overdeck’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 		$6.96M Buy
118,419
+33,349
+39% +$1.77M 0.01% 1833
2026
Q1 		$4.13M Buy
85,070
+16,991
+25% +$811K ﹤0.01% 2143
2025
Q4 		$3.12M Buy
68,079
+52,376
+334% +$2.36M ﹤0.01% 2114
2025
Q3 		$695K Buy
+15,703
New +$644K ﹤0.01% 2812
2024
Q4 		– Sell
-7,925
Closed -$237K – 3228
2024
Q3 		$237K Sell
7,925
-1,506
-16% -$41.2K ﹤0.01% 2755
2024
Q2 		$239K Sell
9,431
-300
-3% -$7.29K ﹤0.01% 2676
2024
Q1 		$252K Hold
9,731
– – ﹤0.01% 2628
2023
Q4 		$294K Sell
9,731
-4,522
-32% -$120K ﹤0.01% 2703
2023
Q3 		$346K Sell
14,253
-3,900
-21% -$101K ﹤0.01% 2436
2023
Q2 		$443K Sell
18,153
-4,342
-19% -$103K ﹤0.01% 2379
2023
Q1 		$559K Sell
22,495
-2,752
-11% -$79.5K ﹤0.01% 2154
2022
Q4 		$743K Sell
25,247
-7,773
-24% -$231K ﹤0.01% 1848
2022
Q3 		$961K Sell
33,020
-29,860
-47% -$949K ﹤0.01% 1491
2022
Q2 		$1.95M Buy
62,880
+23,310
+59% +$784K 0.01% 1221
2022
Q1 		$1.34M Buy
39,570
+16,868
+74% +$574K ﹤0.01% 1552
2021
Q4 		$746K Buy
22,702
+7,521
+50% +$232K ﹤0.01% 2834
2021
Q3 		$443K Buy
+15,181
New +$442K ﹤0.01% 3362

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 $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
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

John Overdeck's BWFG Position: Q2 2026 in Review

John Overdeck increased its Bankwell Financial Group (BWFG) stake by 39% in Q2 2026, buying an estimated $1.77M and bringing the position to 118,419 shares worth $6.96M. The position accounts for 0.01% of the portfolio, ranked #1833.

John Overdeck first reported a position in BWFG in Q3 2021 and has held it in 17 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • John Overdeck held 118,419 shares of Bankwell Financial Group worth $6.96M as of Q2 2026.
  • John Overdeck bought 33,349 Bankwell Financial Group shares in Q2 2026, an estimated $1.77M.
  • Bankwell Financial Group made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1833 holding.
  • John Overdeck first reported a position in Bankwell Financial Group in Q3 2021 and has held it in 17 quarters since.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

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