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

Martingale 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
Q2 		$436K Sell
7,427
-5,519
-43% -$292K 0.01% 688
2026
Q1 		$628K Buy
+12,946
New +$618K 0.02% 596
2024
Q1 		– Sell
-6,671
Closed -$201K – 813
2023
Q4 		$201K Buy
+6,671
New +$177K ﹤0.01% 764

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

Martingale Asset Management's BWFG Position: Q2 2026 in Review

Martingale Asset Management reduced its Bankwell Financial Group (BWFG) stake by 43% in Q2 2026, selling an estimated $292K and leaving 7,427 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #688.

Martingale Asset Management first reported a position in BWFG in Q4 2023 and has held it in 3 quarters since. The position peaked at $628K in Q1 2026. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Martingale Asset Management held 7,427 shares of Bankwell Financial Group worth $436K as of Q2 2026.
  • Martingale Asset Management sold 5,519 Bankwell Financial Group shares in Q2 2026, an estimated $292K.
  • Bankwell Financial Group made up 0.01% of Martingale Asset Management's portfolio in Q2 2026, its #688 holding.
  • Martingale Asset Management first reported a position in Bankwell Financial Group in Q4 2023 and has held it in 3 quarters since.
  • Martingale Asset Management's Bankwell Financial Group position peaked at $628K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.