R Squared’s Bankwell Financial Group BWFG Stock Holding History

R Squared’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 Q3	$609K	Buy	+9,402	New	+$608K	0.32%	82

Other funds holding BWFG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

R Squared's BWFG Position: Q3 2026 in Review

R Squared opened a new position in Bankwell Financial Group (BWFG) in Q3 2026: 9,402 shares worth $609K. The stake represents 0.32% of the portfolio and ranks #82 among its holdings.

46 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

R Squared held 9,402 shares of Bankwell Financial Group worth $609K as of Q3 2026.
Bankwell Financial Group was a new R Squared position in Q3 2026.
Bankwell Financial Group made up 0.32% of R Squared's portfolio in Q3 2026, its #82 holding.
46 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on R Squared's 13F filing for Q3 2026, filed 6 Nov 2026.