Mackenzie Financial
BWFG icon

Mackenzie Financial’s Bankwell Financial Group BWFG Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-6,773
Closed -$204K – 1719
2025
Q1 		$204K Sell
6,773
-2,251
-25% -$68.4K ﹤0.01% 1519
2024
Q4 		$281K Buy
+9,024
New +$280K ﹤0.01% 1411

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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mackenzie Financial's BWFG Position: Q2 2025 in Review

Mackenzie Financial sold out of Bankwell Financial Group (BWFG) in Q2 2025, closing a stake of 6,773 shares — an estimated $204K sold.

Mackenzie Financial first reported a position in BWFG in Q4 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 84 funds tracked by Wall St. Rank hold BWFG as of Q2 2025.

  • Mackenzie Financial reported no remaining Bankwell Financial Group position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 6,773 Bankwell Financial Group shares in Q2 2025, an estimated $204K.
  • Mackenzie Financial first reported a position in Bankwell Financial Group in Q4 2024 and held it in 2 quarters.
  • Mackenzie Financial's Bankwell Financial Group position peaked at $281K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.