UBS Group
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UBS Group’s Bankwell Financial Group BWFG Stock Holding History

UBS Group’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 		$525K Buy
10,812
+3,465
+47% +$165K ﹤0.01% 6052
2025
Q4 		$337K Sell
7,347
-3,510
-32% -$158K ﹤0.01% 6291
2025
Q3 		$480K Sell
10,857
-5,513
-34% -$226K ﹤0.01% 6120
2025
Q2 		$590K Sell
16,370
-1,640
-9% -$54.5K ﹤0.01% 5872
2025
Q1 		$544K Buy
18,010
+98
+0.5% +$2.98K ﹤0.01% 5790
2024
Q4 		$558K Buy
17,912
+11,239
+168% +$348K ﹤0.01% 5760
2024
Q3 		$200K Buy
6,673
+1,740
+35% +$47.6K ﹤0.01% 5873
2024
Q2 		$125K Sell
4,933
-3,838
-44% -$93.3K ﹤0.01% 6009
2024
Q1 		$228K Sell
8,771
-813
-8% -$21.7K ﹤0.01% 5769
2023
Q4 		$289K Buy
9,584
+3,448
+56% +$91.3K ﹤0.01% 5525
2023
Q3 		$149K Sell
6,136
-112
-2% -$2.91K ﹤0.01% 5574
2023
Q2 		$152K Sell
6,248
-640
-9% -$15.2K ﹤0.01% 5671
2023
Q1 		$171K Buy
6,888
+971
+16% +$28K ﹤0.01% 5514
2022
Q4 		$174K Buy
5,917
+3,042
+106% +$90.6K ﹤0.01% 5576
2022
Q3 		$84K Sell
2,875
-1,201
-29% -$38.2K ﹤0.01% 5857
2022
Q2 		$126K Buy
4,076
+201
+5% +$6.76K ﹤0.01% 5248
2022
Q1 		$131K Buy
3,875
+1,000
+35% +$34K ﹤0.01% 5694
2021
Q4 		$94K Buy
2,875
+447
+18% +$13.8K ﹤0.01% 6361
2021
Q3 		$70K Buy
2,428
+459
+23% +$13.4K ﹤0.01% 6081
2021
Q2 		$54K Sell
1,969
-920
-32% -$25.8K ﹤0.01% 6352
2021
Q1 		$78K Buy
2,889
+76
+3% +$1.75K ﹤0.01% 6150
2020
Q4 		$55K Buy
2,813
+763
+37% +$13.3K ﹤0.01% 6095
2020
Q3 		$29K Sell
2,050
-1,891
-48% -$29.2K ﹤0.01% 6014
2020
Q2 		$62K Sell
3,941
-3,205
-45% -$47.6K ﹤0.01% 5687
2020
Q1 		$109K Sell
7,146
-3,802
-35% -$95.8K ﹤0.01% 5216
2019
Q4 		$316K Buy
10,948
+3,337
+44% +$95.3K ﹤0.01% 5242
2019
Q3 		$209K Buy
7,611
+6,249
+459% +$170K ﹤0.01% 5213
2019
Q2 		$39K Buy
+1,362
New +$39.9K ﹤0.01% 6115
2019
Q1 		– Sell
-2,821
Closed -$81K – 7745
2018
Q4 		$81K Sell
2,821
-311
-10% -$9.13K ﹤0.01% 5715
2018
Q3 		$98K Buy
3,132
+2,049
+189% +$65.1K ﹤0.01% 5617
2018
Q2 		$35K Buy
+1,083
New +$34.2K ﹤0.01% 6274
2018
Q1 		– Sell
-808
Closed -$28K – 7818
2017
Q4 		$28K Buy
808
+28
+4% +$990 ﹤0.01% 6294
2017
Q3 		$29K Sell
780
-807
-51% -$26.8K ﹤0.01% 6178
2017
Q2 		$50K Buy
1,587
+804
+103% +$27.1K ﹤0.01% 5633
2017
Q1 		$27K Sell
783
-925
-54% -$29.2K ﹤0.01% 5929
2016
Q4 		$56K Buy
1,708
+848
+99% +$23.2K ﹤0.01% 5728
2016
Q3 		$20K Sell
860
-411
-32% -$9.29K ﹤0.01% 6282
2016
Q2 		$28K Sell
1,271
-15,152
-92% -$318K ﹤0.01% 5993
2016
Q1 		$321K Buy
+16,423
New +$322K ﹤0.01% 4129
2015
Q4 		– Sell
-1,013
Closed -$19K – 8344
2015
Q3 		$19K Buy
+1,013
New +$18.5K ﹤0.01% 6737
2015
Q1 		– Sell
-361
Closed -$8K – 8838
2014
Q4 		$8K Buy
+361
New +$6.99K ﹤0.01% 8566

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

UBS Group's BWFG Position: Q1 2026 in Review

UBS Group increased its Bankwell Financial Group (BWFG) stake by 47% in Q1 2026, buying an estimated $165K and bringing the position to 10,812 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #6052.

UBS Group first reported a position in BWFG in Q4 2014 and has held it in 41 quarters since. The position peaked at $590K in Q2 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • UBS Group held 10,812 shares of Bankwell Financial Group worth $525K as of Q1 2026.
  • UBS Group bought 3,465 Bankwell Financial Group shares in Q1 2026, an estimated $165K.
  • Bankwell Financial Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6052 holding.
  • UBS Group first reported a position in Bankwell Financial Group in Q4 2014 and has held it in 41 quarters since.
  • UBS Group's Bankwell Financial Group position peaked at $590K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.