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Rothschild Investment LLC’s Bankwell Financial Group BWFG Stock Holding History

Rothschild Investment LLC’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 		$1.65K Buy
34
+23
+209% +$1.1K ﹤0.01% 2643
2025
Q4 		$504 Buy
+11
New +$497 ﹤0.01% 2924

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

Rothschild Investment LLC's BWFG Position: Q1 2026 in Review

Rothschild Investment LLC increased its Bankwell Financial Group (BWFG) stake by 209% in Q1 2026, buying an estimated $1.1K and bringing the position to 34 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Rothschild Investment LLC first reported a position in BWFG in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Rothschild Investment LLC held 34 shares of Bankwell Financial Group worth $1.65K as of Q1 2026.
  • Rothschild Investment LLC bought 23 Bankwell Financial Group shares in Q1 2026, an estimated $1.1K.
  • Bankwell Financial Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2643 holding.
  • Rothschild Investment LLC first reported a position in Bankwell Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.