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Occudo Quantitative Strategies’s Bankwell Financial Group BWFG Stock Holding History

Occudo Quantitative Strategies’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 		$227K Sell
4,396
-976
-18% -$46.6K 0.01% 651
2025
Q4 		$246K Sell
5,372
-413
-7% -$18.6K 0.02% 543
2025
Q3 		$256K Buy
+5,785
New +$237K 0.03% 530

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

Occudo Quantitative Strategies's BWFG Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its Bankwell Financial Group (BWFG) stake by 18% in Q1 2026, selling an estimated $46.6K and leaving 4,396 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #651.

Occudo Quantitative Strategies first reported a position in BWFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $256K in Q3 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Occudo Quantitative Strategies held 4,396 shares of Bankwell Financial Group worth $227K as of Q1 2026.
  • Occudo Quantitative Strategies sold 976 Bankwell Financial Group shares in Q1 2026, an estimated $46.6K.
  • Bankwell Financial Group made up 0.01% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #651 holding.
  • Occudo Quantitative Strategies first reported a position in Bankwell Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Occudo Quantitative Strategies's Bankwell Financial Group position peaked at $256K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.