Wells Fargo
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Wells Fargo’s Bankwell Financial Group BWFG Stock Holding History

Wells Fargo’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 		$244K Sell
5,038
-6,159
-55% -$294K ﹤0.01% 4587
2025
Q4 		$513K Buy
11,197
+1,396
+14% +$63K ﹤0.01% 4476
2025
Q3 		$434K Sell
9,801
-1,614
-14% -$66.2K ﹤0.01% 4401
2025
Q2 		$411K Sell
11,415
-208
-2% -$6.92K ﹤0.01% 4283
2025
Q1 		$351K Buy
11,623
+285
+3% +$8.65K ﹤0.01% 4327
2024
Q4 		$353K Buy
11,338
+975
+9% +$30.2K ﹤0.01% 4420
2024
Q3 		$310K Sell
10,363
-722
-7% -$19.7K ﹤0.01% 4294
2024
Q2 		$281K Buy
11,085
+999
+10% +$24.3K ﹤0.01% 4288
2024
Q1 		$262K Buy
10,086
+1,367
+16% +$36.5K ﹤0.01% 4303
2023
Q4 		$263K Buy
8,719
+1,407
+19% +$37.2K ﹤0.01% 4297
2023
Q3 		$177K Buy
7,312
+663
+10% +$17.2K ﹤0.01% 4440
2023
Q2 		$162K Buy
6,649
+2,390
+56% +$56.7K ﹤0.01% 4717
2023
Q1 		$106K Buy
4,259
+1,709
+67% +$49.4K ﹤0.01% 4770
2022
Q4 		$75K Buy
2,550
+229
+10% +$6.82K ﹤0.01% 4686
2022
Q3 		$68K Sell
2,321
-452
-16% -$14.4K ﹤0.01% 4808
2022
Q2 		$86K Sell
2,773
-564
-17% -$19K ﹤0.01% 4723
2022
Q1 		$113K Sell
3,337
-150
-4% -$5.11K ﹤0.01% 5260
2021
Q4 		$114K Sell
3,487
-4,151
-54% -$128K ﹤0.01% 5565
2021
Q3 		$223K Buy
7,638
+94
+1% +$2.74K ﹤0.01% 5044
2021
Q2 		$208K Sell
7,544
-3,927
-34% -$110K ﹤0.01% 5012
2021
Q1 		$310K Sell
11,471
-15,544
-58% -$359K ﹤0.01% 4955
2020
Q4 		$529K Sell
27,015
-1,340
-5% -$23.3K ﹤0.01% 4477
2020
Q3 		$401K Sell
28,355
-5,584
-16% -$86.3K ﹤0.01% 4515
2020
Q2 		$539K Buy
33,939
+14,682
+76% +$218K ﹤0.01% 4272
2020
Q1 		$294K Buy
19,257
+1,320
+7% +$33.3K ﹤0.01% 4428
2019
Q4 		$518K Sell
17,937
-1,519
-8% -$43.4K ﹤0.01% 4333
2019
Q3 		$535K Buy
19,456
+7,105
+58% +$194K ﹤0.01% 4326
2019
Q2 		$354K Sell
12,351
-11,948
-49% -$350K ﹤0.01% 4622
2019
Q1 		$708K Buy
24,299
+3,581
+17% +$105K ﹤0.01% 4128
2018
Q4 		$595K Buy
20,718
+3,233
+18% +$95K ﹤0.01% 4225
2018
Q3 		$548K Buy
17,485
+5,563
+47% +$177K ﹤0.01% 4371
2018
Q2 		$384K Buy
11,922
+3,252
+38% +$103K ﹤0.01% 4649
2018
Q1 		$280K Buy
8,670
+200
+2% +$6.67K ﹤0.01% 4780
2017
Q4 		$292K Buy
8,470
+2,689
+47% +$95K ﹤0.01% 4769
2017
Q3 		$214K Buy
5,781
+1,799
+45% +$59.6K ﹤0.01% 4891
2017
Q2 		$124K Buy
3,982
+151
+4% +$5.08K ﹤0.01% 5072
2017
Q1 		$132K Hold
3,831
– – ﹤0.01% 5060
2016
Q4 		$124K Buy
3,831
+2,431
+174% +$66.5K ﹤0.01% 5040
2016
Q3 		$33K Buy
+1,400
New +$31.6K ﹤0.01% 5448

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

Wells Fargo's BWFG Position: Q1 2026 in Review

Wells Fargo reduced its Bankwell Financial Group (BWFG) stake by 55% in Q1 2026, selling an estimated $294K and leaving 5,038 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #4587.

Wells Fargo first reported a position in BWFG in Q3 2016 and has held it in 39 quarters since. The position peaked at $708K in Q1 2019. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Wells Fargo held 5,038 shares of Bankwell Financial Group worth $244K as of Q1 2026.
  • Wells Fargo sold 6,159 Bankwell Financial Group shares in Q1 2026, an estimated $294K.
  • Bankwell Financial Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4587 holding.
  • Wells Fargo first reported a position in Bankwell Financial Group in Q3 2016 and has held it in 39 quarters since.
  • Wells Fargo's Bankwell Financial Group position peaked at $708K in Q1 2019.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.