LSV Asset Management
BWFG icon

LSV Asset Management’s Bankwell Financial Group BWFG Stock Holding History

LSV Asset 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 		$3.38M Sell
69,700
-8,000
-10% -$382K 0.01% 512
2025
Q4 		$3.56M Sell
77,700
-7,500
-9% -$339K 0.01% 511
2025
Q3 		$3.77M Sell
85,200
-20,994
-20% -$862K 0.01% 508
2025
Q2 		$3.83M Sell
106,194
-3,606
-3% -$120K 0.01% 497
2025
Q1 		$3.31M Sell
109,800
-5,900
-5% -$179K 0.01% 521
2024
Q4 		$3.6M Sell
115,700
-7,346
-6% -$228K 0.01% 520
2024
Q3 		$3.69M Sell
123,046
-3,700
-3% -$101K 0.01% 535
2024
Q2 		$3.22M Sell
126,746
-1,700
-1% -$41.3K 0.01% 567
2024
Q1 		$3.33M Sell
128,446
-1,000
-0.8% -$26.7K 0.01% 563
2023
Q4 		$3.91M Sell
129,446
-2,500
-2% -$66.2K 0.01% 552
2023
Q3 		$3.2M Buy
131,946
+11,592
+10% +$301K 0.01% 568
2023
Q2 		$2.93M Buy
120,354
+3,908
+3% +$92.7K 0.01% 583
2023
Q1 		$2.9M Buy
116,446
+36,012
+45% +$1.04M 0.01% 568
2022
Q4 		$2.37M Buy
80,434
+22,920
+40% +$683K 0.01% 584
2022
Q3 		$1.67M Buy
57,514
+12,851
+29% +$408K ﹤0.01% 608
2022
Q2 		$1.39M Sell
44,663
-2,100
-4% -$70.7K ﹤0.01% 640
2022
Q1 		$1.58M Buy
46,763
+27,576
+144% +$939K ﹤0.01% 659
2021
Q4 		$630K Buy
+19,187
New +$593K ﹤0.01% 742
2019
Q4 		– Sell
-1,377
Closed -$37K – 941
2019
Q3 		$37K Sell
1,377
-7,823
-85% -$213K ﹤0.01% 919
2019
Q2 		$264K Hold
9,200
– – ﹤0.01% 864
2019
Q1 		$268K Hold
9,200
– – ﹤0.01% 875
2018
Q4 		$264K Hold
9,200
– – ﹤0.01% 896
2018
Q3 		$288K Hold
9,200
– – ﹤0.01% 907
2018
Q2 		$295K Buy
9,200
+5,076
+123% +$160K ﹤0.01% 883
2018
Q1 		$133K Buy
+4,124
New +$137K ﹤0.01% 917

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

LSV Asset Management's BWFG Position: Q1 2026 in Review

LSV Asset Management reduced its Bankwell Financial Group (BWFG) stake by 10% in Q1 2026, selling an estimated $382K and leaving 69,700 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #512.

LSV Asset Management first reported a position in BWFG in Q1 2018 and has held it in 25 quarters since. The position peaked at $3.91M in Q4 2023. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • LSV Asset Management held 69,700 shares of Bankwell Financial Group worth $3.38M as of Q1 2026.
  • LSV Asset Management sold 8,000 Bankwell Financial Group shares in Q1 2026, an estimated $382K.
  • Bankwell Financial Group made up 0.01% of LSV Asset Management's portfolio in Q1 2026, its #512 holding.
  • LSV Asset Management first reported a position in Bankwell Financial Group in Q1 2018 and has held it in 25 quarters since.
  • LSV Asset Management's Bankwell Financial Group position peaked at $3.91M in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.