SEI Investments’s Bankwell Financial Group BWFG Stock Holding History

SEI Investments’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	$1.36M	Sell	23,124 -18,218	-44%	-$966K	﹤0.01%	2145
2026 Q1	$2.01M	Buy	41,342 +21,786	+111%	+$1.04M	﹤0.01%	2007
2025 Q4	$896K	Buy	+19,556	New	+$883K	﹤0.01%	2232
2018 Q3	–	Sell	-35	Closed	-$1K	–	2610
2018 Q2	$1K	Buy	+35	New	+$1.1K	﹤0.01%	3430
2015 Q4	–	Sell	-26	Closed	–	–	2533
2015 Q3	$0	Sell	26 -21	-45%	-$383	﹤0.01%	2489
2015 Q2	$1K	Sell	47 -12	-20%	-$223	﹤0.01%	2151
2015 Q1	$1K	Buy	59 +24	+69%	+$467	﹤0.01%	2184
2014 Q4	$0	Buy	+35	New	+$677	﹤0.01%	2207

Other funds holding BWFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SEI Investments's BWFG Position: Q2 2026 in Review

SEI Investments reduced its Bankwell Financial Group (BWFG) stake by 44% in Q2 2026, selling an estimated $966K and leaving 23,124 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

SEI Investments first reported a position in BWFG in Q4 2014 and has held it in 8 quarters since. The position peaked at $2.01M in Q1 2026. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

SEI Investments held 23,124 shares of Bankwell Financial Group worth $1.36M as of Q2 2026.
SEI Investments sold 18,218 Bankwell Financial Group shares in Q2 2026, an estimated $966K.
Bankwell Financial Group made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2145 holding.
SEI Investments first reported a position in Bankwell Financial Group in Q4 2014 and has held it in 8 quarters since.
SEI Investments's Bankwell Financial Group position peaked at $2.01M in Q1 2026.
127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.