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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
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 $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

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

Martingale Asset Management opened a new position in Bankwell Financial Group (BWFG) in Q1 2026: 12,946 shares worth $628K. The stake represents 0.02% of the portfolio and ranks #596 among its holdings. This is a return to the name: Martingale Asset Management previously reported a position in BWFG as recently as Q4 2023.

Martingale Asset Management first reported a position in BWFG in Q4 2023 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Martingale Asset Management held 12,946 shares of Bankwell Financial Group worth $628K as of Q1 2026.
  • Bankwell Financial Group was a new Martingale Asset Management position in Q1 2026.
  • Bankwell Financial Group made up 0.02% of Martingale Asset Management's portfolio in Q1 2026, its #596 holding.
  • Martingale Asset Management first reported a position in Bankwell Financial Group in Q4 2023 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

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