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Kennedy Capital Management’s Bankwell Financial Group BWFG Stock Holding History

Kennedy Capital 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
2026
Q2 		$1.11M Sell
18,894
-6,109
-24% -$324K 0.02% 505
2026
Q1 		$1.21M Hold
25,003
– – 0.03% 465
2025
Q4 		$1.15M Sell
25,003
-11,309
-31% -$511K 0.02% 470
2025
Q3 		$1.61M Hold
36,312
– – 0.04% 468
2025
Q2 		$1.31M Hold
36,312
– – 0.03% 482
2025
Q1 		$1.1M Hold
36,312
– – 0.03% 499
2024
Q4 		$1.13M Buy
36,312
+13,733
+61% +$426K 0.03% 585
2024
Q3 		$676K Sell
22,579
-10,517
-32% -$288K 0.01% 626
2024
Q2 		$840K Sell
33,096
-116
-0.3% -$2.82K 0.02% 604
2024
Q1 		$862K Hold
33,212
– – 0.02% 630
2023
Q4 		$1M Buy
33,212
+18,169
+121% +$481K 0.02% 585
2023
Q3 		$365K Buy
+15,043
New +$391K 0.01% 628
2021
Q4 		– Sell
-30,014
Closed -$876K – 618
2021
Q3 		$876K Hold
30,014
– – 0.02% 535
2021
Q2 		$830K Sell
30,014
-7,771
-21% -$218K 0.02% 535
2021
Q1 		$1.02M Sell
37,785
-173,818
-82% -$4.01M 0.02% 551
2020
Q4 		$4.14M Buy
211,603
+48,793
+30% +$849K 0.09% 389
2020
Q3 		$2.3M Buy
162,810
+1,154
+0.7% +$17.8K 0.07% 468
2020
Q2 		$2.57M Buy
161,656
+33,449
+26% +$496K 0.07% 456
2020
Q1 		$1.96M Buy
128,207
+10,794
+9% +$272K 0.07% 466
2019
Q4 		$3.39M Buy
117,413
+50,259
+75% +$1.44M 0.08% 441
2019
Q3 		$1.85M Buy
67,154
+39,609
+144% +$1.08M 0.05% 535
2019
Q2 		$791K Buy
27,545
+13,243
+93% +$388K 0.02% 624
2019
Q1 		$417K Buy
+14,302
New +$419K 0.01% 658

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Kennedy Capital Management's BWFG Position: Q2 2026 in Review

Kennedy Capital Management reduced its Bankwell Financial Group (BWFG) stake by 24% in Q2 2026, selling an estimated $324K and leaving 18,894 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #505.

Kennedy Capital Management first reported a position in BWFG in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.14M in Q4 2020. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Kennedy Capital Management held 18,894 shares of Bankwell Financial Group worth $1.11M as of Q2 2026.
  • Kennedy Capital Management sold 6,109 Bankwell Financial Group shares in Q2 2026, an estimated $324K.
  • Bankwell Financial Group made up 0.02% of Kennedy Capital Management's portfolio in Q2 2026, its #505 holding.
  • Kennedy Capital Management first reported a position in Bankwell Financial Group in Q1 2019 and has held it in 23 quarters since.
  • Kennedy Capital Management's Bankwell Financial Group position peaked at $4.14M in Q4 2020.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.