Marshall Wace
BWFG icon

Marshall Wace’s Bankwell Financial Group BWFG Stock Holding History

Marshall Wace’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 		– Sell
-11,036
Closed -$506K – 3222
2025
Q4 		$506K Sell
11,036
-26,129
-70% -$1.18M ﹤0.01% 2232
2025
Q3 		$1.64M Buy
+37,165
New +$1.53M ﹤0.01% 1713
2023
Q1 		– Sell
-14,328
Closed -$422K – 2685
2022
Q4 		$422K Sell
14,328
-14,596
-50% -$435K ﹤0.01% 2434
2022
Q3 		$842K Buy
28,924
+3,441
+14% +$109K ﹤0.01% 2483
2022
Q2 		$791K Buy
25,483
+6,184
+32% +$208K ﹤0.01% 2572
2022
Q1 		$652K Buy
19,299
+3,077
+19% +$105K ﹤0.01% 2651
2021
Q4 		$533K Sell
16,222
-3,872
-19% -$120K ﹤0.01% 2759
2021
Q3 		$591K Sell
20,094
-8,298
-29% -$242K ﹤0.01% 2308
2021
Q2 		$785K Buy
+28,392
New +$795K ﹤0.01% 1926

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

Marshall Wace's BWFG Position: Q1 2026 in Review

Marshall Wace sold out of Bankwell Financial Group (BWFG) in Q1 2026, closing a stake of 11,036 shares — an estimated $506K sold.

Marshall Wace first reported a position in BWFG in Q2 2021 and held it in 9 quarters. The position peaked at $1.64M in Q3 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Marshall Wace reported no remaining Bankwell Financial Group position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 11,036 Bankwell Financial Group shares in Q1 2026, an estimated $506K.
  • Marshall Wace first reported a position in Bankwell Financial Group in Q2 2021 and held it in 9 quarters.
  • Marshall Wace's Bankwell Financial Group position peaked at $1.64M in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.