Nisa Investment Advisors
BWFG icon

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
Q2 		$1.06K Hold
18
– – ﹤0.01% 2840
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
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

Nisa Investment Advisors's BWFG Position: Q2 2026 in Review

Nisa Investment Advisors held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 18 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

Nisa Investment Advisors first reported a position in BWFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.7K in Q3 2023. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Nisa Investment Advisors held 18 shares of Bankwell Financial Group worth $1.06K as of Q2 2026.
  • Nisa Investment Advisors left its Bankwell Financial Group share count unchanged in Q2 2026.
  • Bankwell Financial Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2840 holding.
  • Nisa Investment Advisors first reported a position in Bankwell Financial Group in Q2 2022 and has held it in 17 quarters since.
  • Nisa Investment Advisors's Bankwell Financial Group position peaked at $23.7K in Q3 2023.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.