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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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

SEI Investments's BWFG Position: Q1 2026 in Review

SEI Investments increased its Bankwell Financial Group (BWFG) stake by 111% in Q1 2026, buying an estimated $1.04M and bringing the position to 41,342 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

SEI Investments first reported a position in BWFG in Q4 2014 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

SEI Investments held 41,342 shares of Bankwell Financial Group worth $2.01M as of Q1 2026.
SEI Investments bought 21,786 Bankwell Financial Group shares in Q1 2026, an estimated $1.04M.
Bankwell Financial Group made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2007 holding.
SEI Investments first reported a position in Bankwell Financial Group in Q4 2014 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.