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

MAI 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 		– Sell
-80
Closed -$3.88K – 2461
2026
Q1 		$3.88K Buy
80
+76
+1,900% +$3.63K ﹤0.01% 3639
2025
Q4 		$184 Buy
+4
New +$181 ﹤0.01% 4069

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

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

MAI Capital Management sold out of Bankwell Financial Group (BWFG) in Q2 2026, closing a stake of 80 shares — an estimated $3.88K sold.

MAI Capital Management first reported a position in BWFG in Q4 2025 and held it in 2 quarters. The position peaked at $3.88K in Q1 2026. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • MAI Capital Management reported no remaining Bankwell Financial Group position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 80 Bankwell Financial Group shares in Q2 2026, an estimated $3.88K.
  • MAI Capital Management first reported a position in Bankwell Financial Group in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Bankwell Financial Group position peaked at $3.88K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

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