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Bankwell Financial Group Inc (BWFG)

CUSIP: 06654A103 | NYSE | Financial Services · Banks - Regional | Small Cap | 276 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.383,4534.8%−32,974Sep 30, 2026493,180 sh (Jun 30, 2026)
13D/AGeorge P. Bauer392,1805.0%Newly reportedDec 10, 2025No 13F filer matched
13G/ABlackRock, Inc.383,453
4.8% of class · Sep 30, 2026−32,974
493,180 sh (Jun 30, 2026)
13D/AGeorge P. Bauer392,180
5.0% of class · Dec 10, 2025Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP326,686
0.0% of portfolio›$21.2M
Commonwealth Equity Services, LLC33,677
0.0% of portfolio›$2.2M
Bank of New York Mellon Corp22,202
0.0% of portfolio›$1.4M
SummerHaven Investment Management, LLC15,768
0.6% of portfolio›$1.0M
Bridge City Capital, LLC9,130
0.1% of portfolio›$591.6K
Alps Advisors Inc8,500
0.0% of portfolio›$550.8K
Creative Planning7,427
0.0% of portfolio›$481.3K
Y-Intercept (Hong Kong) Ltd6,509
0.0% of portfolio›$421.8K
XML Financial, LLC5,545
0.0% of portfolio›$359.3K
Daytona Street Capital LLC5,000
0.2% of portfolio›$329.2K
Kestra Private Wealth Services, LLC3,942
0.0% of portfolio›$255.4K
Beese Fulmer Investment Management, Inc.3,708
0.0% of portfolio›$240.3K
Assetmark, Inc3,000
0.0% of portfolio›$194.4K
Key FInancial Inc2,900
0.0% of portfolio›$187.9K
Citigroup Inc2,601
0.0% of portfolio›$168.5K
US Bancorp \de\1,689
0.0% of portfolio›$109.4K
Mirae Asset Global Investments Co., Ltd.762
0.0% of portfolio›$49.4K
State of Alaska, Department of Revenue728
0.0% of portfolio›$46
Capital Advisors, Ltd. LLC458
0.0% of portfolio›$30
SJS Investment Consulting Inc.145
0.0% of portfolio›$9.4K
Farther Finance Advisors, LLC136
0.0% of portfolio›$8.8K
Sterling Capital Management LLC133
0.0% of portfolio›$8.6K
IFP Advisors, Inc119
0.0% of portfolio›$7.7K
Gamma Investing LLC69
0.0% of portfolio›$4.5K
Essential Partners LLC53
0.0% of portfolio›$3.4K
EverSource Wealth Advisors, LLC48
0.0% of portfolio›$3.1K
Root Financial Partners, LLC46
0.0% of portfolio›$3.0K
Fortitude Family Office, LLC44
0.0% of portfolio›$2.9K
Provenance Wealth Advisors, LLC39
0.0% of portfolio›$2.5K
MassMutual Private Wealth & Trust, FSB21
0.0% of portfolio›$1.4K
Nisa Investment Advisors, LLC18
0.0% of portfolio›$1.2K
Parallel Advisors, LLC17
0.0% of portfolio›$1.1K
Covestor Ltd9
0.0% of portfolio›$1
True Wealth Design, LLC8
0.0% of portfolio›$519
Signaturefd, LLC3
0.0% of portfolio›$194
GK Wealth Management LLC2
0.0% of portfolio›$130
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
326,686$21.2M0.0%IndexLowAustin, TX2026-11-04
Commonwealth Equity Services, LLC
33,677$2.2M0.0%ETFLowWaltham, MA2026-11-02
Bank of New York Mellon Corp
22,202$1.4M0.0%CoreLowNew York, NY2026-11-05
SummerHaven Investment Management, LLC
15,768$1.0M0.6%Deep ValueHighStamford, CT2026-10-19
Bridge City Capital, LLC
9,130$591.6K0.1%ValueMediumLake Oswego, OR2026-10-29
Alps Advisors Inc
8,500$550.8K0.0%YieldLowDenver, CO2026-11-03
Creative Planning
7,427$481.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Y-Intercept (Hong Kong) Ltd
6,509$421.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
XML Financial, LLC
5,545$359.3K0.0%ETFLowBethesda, MD2026-10-29
Daytona Street Capital LLC
5,000$329.2K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
Kestra Private Wealth Services, LLC
3,942$255.4K0.0%GrowthLowAustin, TX2026-10-30
Beese Fulmer Investment Management, Inc.
3,708$240.3K0.0%CoreLowCanton, OH2026-10-23
Assetmark, Inc
3,000$194.4K0.0%ETFLowConcord, CA2026-10-21
Key FInancial Inc
2,900$187.9K0.0%ETFLowWest Chester, PA2026-11-02
Citigroup Inc
2,601$168.5K0.0%CoreMediumNew York, NY2026-11-04
US Bancorp \de\
1,689$109.4K0.0%IndexLowMinneapolis, MN2026-11-05
Mirae Asset Global Investments Co., Ltd.
762$49.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Alaska, Department of Revenue
728$460.0%CoreVery LowJuneau, AK2026-10-15
Capital Advisors, Ltd. LLC
458$300.0%ETFLowShaker Heights, OH2026-10-27
SJS Investment Consulting Inc.
145$9.4K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
136$8.8K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
133$8.6K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
119$7.7K0.0%GrowthLowTampa, FL2026-10-16
Gamma Investing LLC
69$4.5K0.0%IndexVery LowFoster City, CA2026-10-08
Essential Partners LLC
53$3.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
48$3.1K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
46$3.0K0.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
44$2.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
39$2.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
MassMutual Private Wealth & Trust, FSB
21$1.4K0.0%CoreLowSpringfield, MA2026-10-05
Nisa Investment Advisors, LLC
18$1.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parallel Advisors, LLC
17$1.1K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
9$10.0%ValueHighLondon, United Kingdom2026-10-30
True Wealth Design, LLC
8$5190.0%ETFMediumAkron, OH2026-10-13
Signaturefd, LLC
3$1940.0%IndexLowAtlanta, GA2026-10-23
GK Wealth Management LLC
2$1300.0%GARPVery HighReno, NV2026-10-09