New York State Common Retirement Fund’s Bankwell Financial Group BWFG Stock Holding History

New York State Common Retirement Fund’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	$197K	Hold	3,351	–	–	﹤0.01%	2379
2026 Q1	$163K	Hold	3,351	–	–	﹤0.01%	2315
2025 Q4	$154K	Hold	3,351	–	–	﹤0.01%	2407
2025 Q3	$148K	Sell	3,351 -600	-15%	-$24.6K	﹤0.01%	2431
2025 Q2	$142K	Hold	3,951	–	–	﹤0.01%	2399
2025 Q1	$119K	Hold	3,951	–	–	﹤0.01%	2437
2024 Q4	$123K	Hold	3,951	–	–	﹤0.01%	2507
2024 Q3	$118K	Hold	3,951	–	–	﹤0.01%	2508
2024 Q2	$100K	Buy	3,951 +2	+0.1%	+$49	﹤0.01%	2838
2024 Q1	$102K	Hold	3,949	–	–	﹤0.01%	2728
2023 Q4	$119K	Buy	3,949 +4	+0.1%	+$106	﹤0.01%	2680
2023 Q3	$95.7K	Hold	3,945	–	–	﹤0.01%	2745
2023 Q2	$96.2K	Sell	3,945 -5	-0.1%	-$119	﹤0.01%	2875
2023 Q1	$98.2K	Buy	3,950 +6	+0.2%	+$173	﹤0.01%	2820
2022 Q4	$116K	Sell	3,944 -7	-0.2%	-$208	﹤0.01%	2917
2022 Q3	$115K	Buy	3,951 +51	+1%	+$1.62K	﹤0.01%	2972
2022 Q2	$121K	Buy	+3,900	New	+$131K	﹤0.01%	3001
2021 Q3	–	Sell	-55	Closed	-$2K	–	3357
2021 Q2	$2K	Sell	55 -7,145	-99%	-$200K	﹤0.01%	3314
2021 Q1	$194K	Hold	7,200	–	–	﹤0.01%	2843
2020 Q4	$141K	Hold	7,200	–	–	﹤0.01%	2883
2020 Q3	$102K	Hold	7,200	–	–	﹤0.01%	2911
2020 Q2	$114K	Hold	7,200	–	–	﹤0.01%	2881
2020 Q1	$110K	Hold	7,200	–	–	﹤0.01%	2731
2019 Q4	$208K	Hold	7,200	–	–	﹤0.01%	2722
2019 Q3	$198K	Hold	7,200	–	–	﹤0.01%	2781
2019 Q2	$207K	Hold	7,200	–	–	﹤0.01%	2799
2019 Q1	$210K	Hold	7,200	–	–	﹤0.01%	2697
2018 Q4	$207K	Sell	7,200 -1,800	-20%	-$52.9K	﹤0.01%	2695
2018 Q3	$282K	Hold	9,000	–	–	﹤0.01%	2681
2018 Q2	$289K	Sell	9,000 -9,382	-51%	-$296K	﹤0.01%	2705
2018 Q1	$593K	Buy	18,382 +195	+1%	+$6.5K	﹤0.01%	2283
2017 Q4	$625K	Buy	18,187 +12,287	+208%	+$434K	﹤0.01%	2264
2017 Q3	$218K	Hold	5,900	–	–	﹤0.01%	2729
2017 Q2	$184K	Sell	5,900 -1	-0%	-$34	﹤0.01%	2885
2017 Q1	$203K	Buy	5,901 +1	+0%	+$32	﹤0.01%	2765
2016 Q4	$192K	Hold	5,900	–	–	﹤0.01%	2779
2016 Q3	$140K	Hold	5,900	–	–	﹤0.01%	2891
2016 Q2	$130K	Buy	+5,900	New	+$124K	﹤0.01%	2904

Other funds holding BWFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New York State Common Retirement Fund's BWFG Position: Q2 2026 in Review

New York State Common Retirement Fund held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 3,351 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

New York State Common Retirement Fund first reported a position in BWFG in Q2 2016 and has held it in 38 quarters since. The position peaked at $625K in Q4 2017. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

New York State Common Retirement Fund held 3,351 shares of Bankwell Financial Group worth $197K as of Q2 2026.
New York State Common Retirement Fund left its Bankwell Financial Group share count unchanged in Q2 2026.
Bankwell Financial Group made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2379 holding.
New York State Common Retirement Fund first reported a position in Bankwell Financial Group in Q2 2016 and has held it in 38 quarters since.
New York State Common Retirement Fund's Bankwell Financial Group position peaked at $625K in Q4 2017.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.