Nisa Investment Advisors’s Bankwell Financial Group BWFG Stock Holding History

Nisa Investment Advisors’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	$873	Hold	18	–	–	﹤0.01%	2768
2025 Q4	$825	Sell	18 -460	-96%	-$20.8K	﹤0.01%	2741
2025 Q3	$21.2K	Hold	478	–	–	﹤0.01%	1968
2025 Q2	$17.2K	Hold	478	–	–	﹤0.01%	2015
2025 Q1	$14.4K	Hold	478	–	–	﹤0.01%	2005
2024 Q4	$14.9K	Hold	478	–	–	﹤0.01%	2036
2024 Q3	$14.3K	Hold	478	–	–	﹤0.01%	2016
2024 Q2	$12.1K	Hold	478	–	–	﹤0.01%	2090
2024 Q1	$12.4K	Hold	478	–	–	﹤0.01%	2003
2023 Q4	$14.4K	Sell	478 -500	-51%	-$13.2K	﹤0.01%	1956
2023 Q3	$23.7K	Buy	978 +100	+11%	+$2.6K	﹤0.01%	1964
2023 Q2	$21.4K	Buy	878 +598	+214%	+$14.2K	﹤0.01%	2075
2023 Q1	$7K	Hold	280	–	–	﹤0.01%	2197
2022 Q4	$8K	Hold	280	–	–	﹤0.01%	2238
2022 Q3	$9K	Hold	280	–	–	﹤0.01%	2205
2022 Q2	$9K	Buy	+280	New	+$9.42K	﹤0.01%	2198

Other funds holding BWFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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

Nisa Investment Advisors's BWFG Position: Q1 2026 in Review

Nisa Investment Advisors held its Bankwell Financial Group (BWFG) position steady in Q1 2026 at 18 shares worth $873. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

Nisa Investment Advisors first reported a position in BWFG in Q2 2022 and has held it in 16 quarters since. The position peaked at $23.7K in Q3 2023. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

Nisa Investment Advisors held 18 shares of Bankwell Financial Group worth $873 as of Q1 2026.
Nisa Investment Advisors left its Bankwell Financial Group share count unchanged in Q1 2026.
Bankwell Financial Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2768 holding.
Nisa Investment Advisors first reported a position in Bankwell Financial Group in Q2 2022 and has held it in 16 quarters since.
Nisa Investment Advisors's Bankwell Financial Group position peaked at $23.7K in Q3 2023.
119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.