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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
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 $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

Kennedy Capital Management's BWFG Position: Q1 2026 in Review

Kennedy Capital Management held its Bankwell Financial Group (BWFG) position steady in Q1 2026 at 25,003 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #465.

Kennedy Capital Management first reported a position in BWFG in Q1 2019 and has held it in 22 quarters since. The position peaked at $4.14M in Q4 2020. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Kennedy Capital Management held 25,003 shares of Bankwell Financial Group worth $1.21M as of Q1 2026.
  • Kennedy Capital Management left its Bankwell Financial Group share count unchanged in Q1 2026.
  • Bankwell Financial Group made up 0.03% of Kennedy Capital Management's portfolio in Q1 2026, its #465 holding.
  • Kennedy Capital Management first reported a position in Bankwell Financial Group in Q1 2019 and has held it in 22 quarters since.
  • Kennedy Capital Management's Bankwell Financial Group position peaked at $4.14M in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.