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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
Q2 		$552K Buy
9,402
+37
+0.4% +$1.96K 0.05% 165
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
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

Sierra Capital's BWFG Position: Q2 2026 in Review

Sierra Capital increased its Bankwell Financial Group (BWFG) stake by 0.4% in Q2 2026, buying an estimated $1.96K and bringing the position to 9,402 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #165.

Sierra Capital first reported a position in BWFG in Q1 2021 and has held it in 22 quarters since. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Sierra Capital held 9,402 shares of Bankwell Financial Group worth $552K as of Q2 2026.
  • Sierra Capital bought 37 Bankwell Financial Group shares in Q2 2026, an estimated $1.96K.
  • Bankwell Financial Group made up 0.05% of Sierra Capital's portfolio in Q2 2026, its #165 holding.
  • Sierra Capital first reported a position in Bankwell Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.