Morgan Stanley
BWFG icon

Morgan Stanley’s Bankwell Financial Group BWFG Stock Holding History

Morgan Stanley’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 		$1.61M Sell
33,106
-3,884
-11% -$185K ﹤0.01% 4891
2025
Q4 		$1.69M Buy
36,990
+7,708
+26% +$348K ﹤0.01% 4916
2025
Q3 		$1.3M Sell
29,282
-1,852
-6% -$76K ﹤0.01% 5038
2025
Q2 		$1.12M Buy
31,134
+6,640
+27% +$221K ﹤0.01% 5037
2025
Q1 		$739K Sell
24,494
-8,847
-27% -$269K ﹤0.01% 5147
2024
Q4 		$1.04M Sell
33,341
-3,040
-8% -$94.2K ﹤0.01% 5070
2024
Q3 		$1.09M Buy
36,381
+11,108
+44% +$304K ﹤0.01% 4996
2024
Q2 		$641K Sell
25,273
-882
-3% -$21.4K ﹤0.01% 5172
2024
Q1 		$678K Sell
26,155
-124,231
-83% -$3.31M ﹤0.01% 5171
2023
Q4 		$4.54M Buy
150,386
+83,035
+123% +$2.2M ﹤0.01% 4433
2023
Q3 		$1.63M Buy
67,351
+44,572
+196% +$1.16M ﹤0.01% 4513
2023
Q2 		$555K Sell
22,779
-30,300
-57% -$719K ﹤0.01% 5153
2023
Q1 		$1.32M Buy
53,079
+34,441
+185% +$995K ﹤0.01% 4703
2022
Q4 		$549K Sell
18,638
-83,602
-82% -$2.49M ﹤0.01% 5194
2022
Q3 		$2.98M Buy
102,240
+33,672
+49% +$1.07M ﹤0.01% 4131
2022
Q2 		$2.13M Buy
68,568
+56,927
+489% +$1.92M ﹤0.01% 4489
2022
Q1 		$394K Buy
11,641
+588
+5% +$20K ﹤0.01% 5543
2021
Q4 		$363K Sell
11,053
-7,222
-40% -$223K ﹤0.01% 5736
2021
Q3 		$532K Sell
18,275
-6,385
-26% -$186K ﹤0.01% 5457
2021
Q2 		$682K Buy
24,660
+12,437
+102% +$348K ﹤0.01% 5324
2021
Q1 		$330K Sell
12,223
-918
-7% -$21.2K ﹤0.01% 5379
2020
Q4 		$257K Buy
13,141
+4,303
+49% +$74.9K ﹤0.01% 5461
2020
Q3 		$125K Sell
8,838
-1,524
-15% -$23.6K ﹤0.01% 5328
2020
Q2 		$165K Buy
10,362
+1,548
+18% +$23K ﹤0.01% 5166
2020
Q1 		$135K Sell
8,814
-9,409
-52% -$237K ﹤0.01% 5057
2019
Q4 		$525K Buy
18,223
+6,630
+57% +$189K ﹤0.01% 4898
2019
Q3 		$319K Buy
11,593
+2,453
+27% +$66.8K ﹤0.01% 4895
2019
Q2 		$262K Sell
9,140
-7,267
-44% -$213K ﹤0.01% 4909
2019
Q1 		$478K Sell
16,407
-12,404
-43% -$363K ﹤0.01% 4566
2018
Q4 		$827K Buy
28,811
+6,370
+28% +$187K ﹤0.01% 4421
2018
Q3 		$704K Sell
22,441
-930
-4% -$29.6K ﹤0.01% 4784
2018
Q2 		$751K Buy
23,371
+1,652
+8% +$52.2K ﹤0.01% 4814
2018
Q1 		$701K Buy
21,719
+6,061
+39% +$202K ﹤0.01% 4791
2017
Q4 		$537K Buy
15,658
+7,686
+96% +$272K ﹤0.01% 4941
2017
Q3 		$294K Buy
7,972
+2,456
+45% +$81.4K ﹤0.01% 5169
2017
Q2 		$172K Sell
5,516
-2,175
-28% -$73.2K ﹤0.01% 5411
2017
Q1 		$265K Sell
7,691
-9,187
-54% -$290K ﹤0.01% 5179
2016
Q4 		$548K Buy
16,878
+15,603
+1,224% +$427K ﹤0.01% 4885
2016
Q3 		$30K Buy
1,275
+1,046
+457% +$23.6K ﹤0.01% 5785
2016
Q2 		$5K Sell
229
-3,601
-94% -$75.7K ﹤0.01% 6212
2016
Q1 		$75K Buy
3,830
+3,288
+607% +$64.4K ﹤0.01% 5441
2015
Q4 		$11K Buy
542
+313
+137% +$6K ﹤0.01% 6208
2015
Q3 		$4K Sell
229
-13
-5% -$237 ﹤0.01% 6409
2015
Q2 		$4K Sell
242
-2,192
-90% -$40.8K ﹤0.01% 6441
2015
Q1 		$47K Hold
2,434
– – ﹤0.01% 5820
2014
Q4 		$51K Buy
2,434
+2,423
+22,027% +$46.9K ﹤0.01% 5811
2014
Q3 		$0 Hold
11
– – ﹤0.01% 6572
2014
Q2 		$0 Buy
+11
New +$194 ﹤0.01% 6519

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

Morgan Stanley's BWFG Position: Q1 2026 in Review

Morgan Stanley reduced its Bankwell Financial Group (BWFG) stake by 11% in Q1 2026, selling an estimated $185K and leaving 33,106 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #4891.

Morgan Stanley first reported a position in BWFG in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.54M in Q4 2023. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Morgan Stanley held 33,106 shares of Bankwell Financial Group worth $1.61M as of Q1 2026.
  • Morgan Stanley sold 3,884 Bankwell Financial Group shares in Q1 2026, an estimated $185K.
  • Bankwell Financial Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4891 holding.
  • Morgan Stanley first reported a position in Bankwell Financial Group in Q2 2014 and has held it in 48 quarters since.
  • Morgan Stanley's Bankwell Financial Group position peaked at $4.54M in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.