SC
BWFG icon

Sierra Capital’s Bankwell Financial Group BWFG Stock Holding History

Sierra Capital’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 		$454K Buy
9,365
+38
+0.4% +$1.81K 0.05% 172
2025
Q4 		$427K Buy
9,327
+41
+0.4% +$1.85K 0.05% 164
2025
Q3 		$411K Buy
9,286
+46
+0.5% +$1.89K 0.05% 177
2025
Q2 		$333K Buy
9,240
+52
+0.6% +$1.73K 0.04% 182
2025
Q1 		$277K Buy
9,188
+110
+1% +$3.34K 0.03% 174
2024
Q4 		$283K Buy
9,078
+3
+0% +$93 0.03% 175
2024
Q3 		$272K Buy
9,075
+66
+0.7% +$1.8K 0.03% 180
2024
Q2 		$229K Buy
9,009
+74
+0.8% +$1.8K 0.03% 177
2024
Q1 		$232K Buy
8,935
+70
+0.8% +$1.87K 0.03% 183
2023
Q4 		$268K Buy
8,865
+66
+0.8% +$1.75K 0.04% 163
2023
Q3 		$214K Buy
8,799
+66
+0.8% +$1.72K 0.03% 172
2023
Q2 		$213K Buy
8,733
+71
+0.8% +$1.68K 0.03% 166
2023
Q1 		$215K Buy
8,662
+56
+0.7% +$1.62K 0.03% 169
2022
Q4 		$253K Buy
8,606
+55
+0.6% +$1.64K 0.04% 163
2022
Q3 		$249K Buy
8,551
+53
+0.6% +$1.69K 0.05% 161
2022
Q2 		$264K Buy
8,498
+50
+0.6% +$1.68K 0.05% 171
2022
Q1 		$286K Buy
8,448
+48
+0.6% +$1.63K 0.05% 178
2021
Q4 		$276K Buy
8,400
+47
+0.6% +$1.45K 0.04% 188
2021
Q3 		$246K Buy
8,353
+50
+0.6% +$1.46K 0.04% 179
2021
Q2 		$230K Buy
8,303
+41
+0.5% +$1.15K 0.04% 167
2021
Q1 		$223K Buy
+8,262
New +$191K 0.04% 169

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

Sierra Capital's BWFG Position: Q1 2026 in Review

Sierra Capital increased its Bankwell Financial Group (BWFG) stake by 0.41% in Q1 2026, buying an estimated $1.81K and bringing the position to 9,365 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #172.

Sierra Capital first reported a position in BWFG in Q1 2021 and has held it in 21 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Sierra Capital held 9,365 shares of Bankwell Financial Group worth $454K as of Q1 2026.
  • Sierra Capital bought 38 Bankwell Financial Group shares in Q1 2026, an estimated $1.81K.
  • Bankwell Financial Group made up 0.05% of Sierra Capital's portfolio in Q1 2026, its #172 holding.
  • Sierra Capital first reported a position in Bankwell Financial Group in Q1 2021 and has held it in 21 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.