Skip to content

BWFG BANKWELL FINL GROUP INC

Follow

COM (common), issuer CIK 1505732

79 managers (79 13F filers) reported a position in BWFG shares at 2025-03-31, 3,054,931 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
79
13F filers
79
New
10
Added
19
Reduced
28
Sold out
2
Shares held by filers
3,054,931

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.421,891$12.7M<0.01%-7,43613F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC338,071$10.2M<0.01%-43713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP293,293$8.85M<0.01%+4,42213F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC179,127$5.41M1.43%+4,54313F-HRTimeline
Fourthstone LLC166,563$5.03M1.25%+60,97813F-HRTimeline
BANC FUNDS CO LLC159,377$4.81M0.63%-90,04613F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC151,206$4.56M<0.01%+3,17113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC142,348$4.3M0.01%-7,90013F-HRTimeline
Siena Capital Partners GP, LLC110,338$3.33M0.99%013F-HRTimeline
LSV ASSET MANAGEMENT109,800$3.31M0.01%-5,90013F-HRTimeline
GM Advisory Group, LLC104,477$3.15M0.17%+14,11913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC88,343$2.66M0.01%+2,36813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP78,309$2.36M<0.01%+14213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP68,974$2.08M<0.01%-1,67613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC62,367$1.88M<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC48,830$1.47M<0.01%-2,66913F-HR/ATimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC46,264$1.4M0.04%-8,50113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC37,217$1.12M<0.01%-15813F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC36,312$1.1M0.03%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,073$877K<0.01%-1,18913F-HRTimelineGroup
Summit Trail Advisors, LLC25,523$770K0.03%-30013F-HRTimeline
SeaCrest Wealth Management, LLC25,118$758K0.09%+5,07713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY24,494$739K<0.01%-8,84713F-HRTimelineGroup
Northeast Financial Consultants Inc21,903$661K0.03%013F-HRTimeline
Empowered Funds, LLC21,262$642K0.01%+70213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,636$562K<0.01%+1,00013F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC18,590$561K<0.01%-3,23913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG18,010$544K<0.01%+9813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,652$503K<0.01%+16513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,726$444K<0.01%+2,37013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,447$406K<0.01%-10,14313F-HRTimelineGroup
Bridge City Capital, LLC13,135$396K0.12%-44213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,623$351K<0.01%+28513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,530$347K<0.01%-7013F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,953$300K<0.01%new13F-HRTimelineGroup
Sierra Capital LLC9,188$277K0.03%+11013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,026$272K<0.01%-2,80813F-HRTimelineGroup
RHUMBLINE ADVISERS8,784$265K<0.01%-45113F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,269$250K<0.01%new13F-HR/ATimelineGroup
Nuveen, LLCin group TIAA8,096$244K<0.01%13F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …7,653$231K<0.01%013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC7,185$217K<0.01%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,835$206K<0.01%-78813F-HRTimelineGroup
MACKENZIE FINANCIAL CORP6,773$204K<0.01%-2,25113F-HRTimeline
Trexquant Investment LP6,755$204K<0.01%new13F-HRTimeline
STRS OHIO4,900$148K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,863$147K<0.01%-50413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND3,951$119K<0.01%013F-HR/ATimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,896$118K<0.01%+15613F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…3,357$101K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,330$100K<0.01%013F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.3,161$95.4K<0.01%-4613F-HRTimelineGroup
Key Financial Inc2,900$87.5K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,689$51K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,593$48.1K<0.01%-21213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…958$28.9K<0.01%-14513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS810$24.4K<0.01%-49413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc637$19.2K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC478$14.4K<0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…467$14.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC458$14K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC457$14K<0.01%+21413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…423$12.8K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…320$9.66K<0.01%-1,24413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP200$6.03K<0.01%013F-HR/ATimelineGroup
AMALGAMATED BANK196$6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…138$4.17K<0.01%+8213F-HRTimelineGroup
Sterling Capital Management LLC111$3.35K<0.01%-9613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC68$2.05K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52$1.57K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC45$1.36K<0.01%013F-HRTimeline
GAMMA Investing LLC36$1.09K<0.01%+113F-HR/ATimeline
Covestor Ltd25$1K<0.01%-1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB22$664<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20$604<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC17$517<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$151<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC2$61<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.