Sterling Capital Management’s Bankwell Financial Group BWFG Stock Holding History

Sterling Capital Management’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	$6.46K	Sell	110 -86	-44%	-$4.56K	﹤0.01%	2475
2026 Q1	$9.51K	Sell	196 -154	-44%	-$7.35K	﹤0.01%	2391
2025 Q4	$16K	Sell	350 -64	-15%	-$2.89K	﹤0.01%	2350
2025 Q3	$18.3K	Buy	414 +229	+124%	+$9.4K	﹤0.01%	2193
2025 Q2	$6.67K	Buy	185 +74	+67%	+$2.46K	﹤0.01%	2359
2025 Q1	$3.35K	Sell	111 -96	-46%	-$2.92K	﹤0.01%	2358
2024 Q4	$6.45K	Buy	207 +187	+935%	+$5.8K	﹤0.01%	2349
2024 Q3	$599	Buy	+20	New	+$547	﹤0.01%	2782

Other funds holding BWFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sterling Capital Management's BWFG Position: Q2 2026 in Review

Sterling Capital Management reduced its Bankwell Financial Group (BWFG) stake by 44% in Q2 2026, selling an estimated $4.56K and leaving 110 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Sterling Capital Management first reported a position in BWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.3K in Q3 2025. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Sterling Capital Management held 110 shares of Bankwell Financial Group worth $6.46K as of Q2 2026.
Sterling Capital Management sold 86 Bankwell Financial Group shares in Q2 2026, an estimated $4.56K.
Bankwell Financial Group made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2475 holding.
Sterling Capital Management first reported a position in Bankwell Financial Group in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Bankwell Financial Group position peaked at $18.3K in Q3 2025.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.