Skip to content

BWFG BANKWELL FINL GROUP INC

Follow

COM (common), issuer CIK 1505732

122 managers (127 13F filers) reported a position in BWFG shares at 2026-06-30, 4,053,192 shares in all. 19 filers opened a position and 9 filers sold out during the quarter.

Managers
122
13F filers
127
New
19
Added
53
Reduced
32
Sold out
9
Shares held by filers
4,053,192

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.493,180$29M<0.01%+12,87513F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding367,886$21.6M-2,221Timeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP329,747$19.4M<0.01%+10,50613F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC232,761$13.7M0.02%+68,08313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC167,476$9.84M<0.01%+11,26013F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC166,709$9.79M1.78%-1,29113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC158,198$9.29M<0.01%+52,20713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP146,182$8.59M<0.01%+15,35613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP118,419$6.96M0.01%+33,34913F-HRTimelineGroup
Siena Capital Partners GP, LLC116,138$6.82M1.65%013F-HRTimeline
Hillsdale Investment Management Inc.111,000$6.52M0.15%+5,10013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC108,960$6.4M<0.01%+57,99013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP94,520$5.55M<0.01%+28,20313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC93,748$5.51M0.01%-13,80013F-HRTimeline
BANC FUNDS CO LLC90,423$5.31M0.88%-6,00013F-HRTimeline
Wealthspire Advisors, LLC87,538$5.14M0.03%new13F-HRTimeline
Nuveen, LLCin group TIAA80,322$4.72M<0.01%+12,93013F-HRTimelineGroup
Qube Research & Technologies Ltd74,260$4.36M<0.01%+21,59913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,456$4.32M<0.01%-17,30413F-HRTimelineGroup
LSV ASSET MANAGEMENT69,593$4.09M0.01%-10713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,349$3.96M<0.01%-2,48813F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC53,793$3.16M0.06%-1,15113F-HRTimeline
Empowered Funds, LLC32,191$1.89M0.01%+2,24913F-HRTimeline
ALGERT GLOBAL LLC31,421$1.85M0.02%+3,68113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY30,321$1.78M<0.01%-2,78513F-HRTimelineGroup
Trexquant Investment LP28,856$1.7M0.01%-1,31513F-HRTimeline
Informed Momentum Co LLC26,981$1.59M0.14%-1,11113F-HRTimeline
Innovative Asset Advisors Group, LLC26,901$1.58M0.69%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,967$1.49M<0.01%+1,55513F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …24,902$1.46M<0.01%013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.28,681$1.39M<0.01%+1,42013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,446$1.38M<0.01%+1,13513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO23,124$1.36M<0.01%-18,21813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP22,223$1.31M<0.01%+32013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,835$1.28M<0.01%+7,23713F-HRTimelineGroup
Summit Trail Advisors, LLC21,323$1.25M0.02%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co19,818$1.16M<0.01%+11813F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC18,894$1.11M0.02%-6,10913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,598$1.03M<0.01%+50613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,052$943K<0.01%+7,40813F-HRTimelineGroup
Integrated Quantitative Investments LLC15,237$895K0.15%+1,16713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC14,940$878K<0.01%-2,94013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD14,102$828K<0.01%-3,54413F-HRTimeline
MANGROVE PARTNERS IM, LLC10,358$609K0.04%+88413F-HRTimeline
Legato Capital Management LLC10,167$597K0.05%+18613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,605$564K<0.01%+3,72813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,359$554K<0.01%+8,62913F-HRTimelineGroup
Sierra Capital LLC9,402$552K0.05%+3713F-HRTimeline
Bridge City Capital, LLC9,130$536K0.12%-87613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,362$491K<0.01%+2,04213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding8,326$489K-2,522Timeline
RHUMBLINE ADVISERS7,967$468K<0.01%-1,12113F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP7,843$461K0.02%+3,44713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,690$452K0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC7,597$446K<0.01%+3,33713F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P7,427$436K0.01%-5,51913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,406$435K<0.01%+2,36813F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…6,911$406K<0.01%+56113F-HRTimeline
Mariner, LLCin group Mariner, LLC6,576$386K<0.01%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,922$348K<0.01%+1,28613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC5,820$342K<0.01%-7,37013F-HRTimelineGroup
AE Wealth Management LLC5,644$332K<0.01%+53813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,634$331K0.02%+2313F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.5,355$315K<0.01%-1,46613F-HRTimelineGroup
IEQ CAPITAL, LLC5,174$304K<0.01%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/5,112$301K<0.01%-52313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,025$295K<0.01%new13F-HR/ATimeline
CANADA PENSION PLAN INVESTMENT BOARD5,000$294K<0.01%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC4,959$291K<0.01%+1513F-HRTimelineGroup
Daytona Street Capital LLC5,000$289K0.21%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,573$268K<0.01%-15,29713F-HRTimelineGroup
Creative Planningin group Creative Planning4,519$265K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC4,500$264K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,317$254K<0.01%+17513F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…4,029$237K<0.01%013F-HRTimelineGroup
PDT Partners, LLC4,000$235K0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP3,993$235K0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,850$226K<0.01%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,696$217K0.01%new13F-HRTimeline
Engineers Gate Manager LP3,590$211K<0.01%new13F-HRTimeline
SG Americas Securities, LLC3,578$210K<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,556$209K+392Timeline
Tidal Investments LLCin group Tidal Investments LLC3,545$208K<0.01%-7,97313F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND3,351$197K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,213$189K<0.01%+2,75713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,000$176K<0.01%013F-HRTimelineGroup
Key Financial Inc2,900$170K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,876$169K<0.01%-39713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,689$99.2K<0.01%013F-HRTimelineGroup
Police & Firemen's Retirement System of…1,492$87.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…818$48.1K<0.01%-92913F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc637$37.4K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…557$32.7K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC458$27K<0.01%013F-HRTimeline
State of Alaska, Department of Revenue429$25K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC371$21.8K<0.01%new13F-HRTimeline
Allworth Financial LP253$14.9K<0.01%+18213F-HRTimeline
Arax Advisory Partners247$14.5K<0.01%+21413F-HRTimeline
IFP Advisors, Inc119$6.99K<0.01%+10913F-HRTimeline
Sterling Capital Management LLC110$6.46K<0.01%-8613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…85$5K<0.01%+2813F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…84$4.93K<0.01%-27613F-HR/ATimeline
GAMMA Investing LLC63$3.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC57$3.35K<0.01%+2313F-HRTimeline
Essential Partners LLC53$3.11K<0.01%-2613F-HRTimeline
Fortitude Family Office, LLC44$2.58K<0.01%+213F-HRTimeline
Farther Finance Advisors, LLC43$2.54K<0.01%+513F-HRTimeline
MassMutual Private Wealth & Trust, FSB43$2.53K<0.01%+2113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31$1.82K<0.01%+1813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30$1.76K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.22$1.29K<0.01%-4813F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC18$1.06K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC17$1.01K<0.01%013F-HRTimeline
Covestor Ltd9$1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC17$999<0.01%-2413F-HRTimeline
Clearstead Advisors, LLC15$882<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.12$705<0.01%+313F-HRTimeline
Basecamp Wealth Advisors LLC12$705<0.01%+513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9$538<0.01%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.8$470<0.01%new13F-HR/ATimeline
True Wealth Design, LLC7$412<0.01%+213F-HRTimeline
JPL Wealth Management, LLC5$294<0.01%013F-HRTimeline