UBS AM’s Bankwell Financial Group BWFG Stock Holding History

UBS AM’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	$2.12K	Hold	36	–	–	﹤0.01%	3531
2026 Q1	$1.75K	Buy	36 +29	+414%	+$1.38K	﹤0.01%	3618
2025 Q4	$321	Buy	+7	New	+$316	﹤0.01%	3255

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

UBS AM's BWFG Position: Q2 2026 in Review

UBS AM held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 36 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3531.

UBS AM first reported a position in BWFG in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

UBS AM held 36 shares of Bankwell Financial Group worth $2.12K as of Q2 2026.
UBS AM left its Bankwell Financial Group share count unchanged in Q2 2026.
Bankwell Financial Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3531 holding.
UBS AM first reported a position in Bankwell Financial Group in Q4 2025 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.