BWFG
Bankwell Financial Group, Inc.Company with tickers: BWFG
CIK
1505732
CUSIP
06654A103
Shares Outstanding
7,973,180
Website
https://www.mybankwell.com
Investor Relations
https://investor.mybankwell.com/overview/default.aspx
13F Activity (30d)
3 filings
2 filers
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding BWFG
126 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 197,121 | $9,564,311 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 177,047 | $8,590,320 | 0.01% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Value ETF | — | 84,958 | $3,967,539 | 0.02% | Long | 2026-02-28 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 78,977 | $3,831,964 | 0.00% | Long | 2026-03-31 | |
| Adara Smaller Companies Fund | — | 65,620 | $3,064,454 | 0.40% | Long | 2026-02-28 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 56,896 | $2,760,594 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 Value ETF | — | 50,685 | $2,459,236 | 0.02% | Long | 2026-03-31 | |
| U.S. Targeted Value Portfolio | — | 44,663 | $2,309,970 | 0.01% | Long | 2026-04-30 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 41,203 | $2,131,019 | 0.01% | Long | 2026-04-30 | |
| U.S. SMALL CAP PORTFOLIO | — | 34,409 | $1,779,633 | 0.01% | Long | 2026-04-30 | |
| Fidelity Extended Market Index Fund | — | 36,234 | $1,692,128 | 0.00% | Long | 2026-02-28 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 35,077 | $1,638,096 | 0.01% | Long | 2026-02-28 | |
| EA Bridgeway Omni Small-Cap Value ETF | — | 29,942 | $1,452,786 | 0.07% | Long | 2026-03-31 | |
| U.S. MICRO CAP PORTFOLIO | — | 27,461 | $1,420,283 | 0.02% | Long | 2026-04-30 | |
| iShares Micro-Cap ETF | — | 17,270 | $837,940 | 0.07% | Long | 2026-03-31 | |
| Omni Small-Cap Value Fund | — | 15,000 | $727,800 | 0.06% | Long | 2026-03-31 | |
| NORTH SQUARE DYNAMIC SMALL CAP FUND | — | 13,924 | $650,251 | 0.09% | Long | 2026-02-28 | |
| OneAscent Enhanced Small and Mid Cap ETF | — | 13,245 | $618,542 | 0.85% | Long | 2026-02-28 | |
| Even Herd Long Short ETF | — | 11,518 | $558,853 | 0.97% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 11,932 | $557,224 | 0.00% | Long | 2026-02-28 | |
| Master Small Cap Index Series | — | 11,311 | $548,810 | 0.01% | Long | 2026-03-31 | |
| U.S. CORE EQUITY 1 PORTFOLIO | — | 9,630 | $498,064 | 0.00% | Long | 2026-04-30 | |
| BlackRock Advantage Small Cap Growth Fund | — | 9,416 | $456,864 | 0.07% | Long | 2026-03-31 | |
| ACUITAS US MICROCAP FUND | — | 9,296 | $451,042 | 0.46% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 9,592 | $447,946 | 0.00% | Long | 2026-02-28 | |
| Ultra-Small Company Market Fund | — | 9,202 | $446,481 | 0.36% | Long | 2026-03-31 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 8,385 | $433,672 | 0.00% | Long | 2026-04-30 | |
| iShares Russell 2000 Growth ETF | — | 8,672 | $420,765 | 0.00% | Long | 2026-03-31 | |
| Nuveen Small Cap Blend Index Fund | — | 8,096 | $418,725 | 0.01% | Long | 2026-04-30 | |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | — | 8,664 | $404,609 | 0.05% | Long | 2026-02-28 | |
| Avantis U.S. Small Cap Equity ETF | — | 8,400 | $392,280 | 0.02% | Long | 2026-02-28 | |
| Clearwater Select Equity Fund | — | 7,960 | $386,219 | 0.09% | Long | 2026-03-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 7,468 | $362,347 | 0.01% | Long | 2026-03-31 | |
| Fidelity Small Cap Value Index Fund | — | 6,797 | $329,790 | 0.02% | Long | 2026-03-31 | |
| AUER GROWTH | — | 6,500 | $303,550 | 0.42% | Long | 2026-02-28 | |
| Goldman Sachs Absolute Return Tracker Fund | — | 5,431 | $263,512 | 0.00% | Long | 2026-03-31 | |
| Diversified Equity Master Portfolio | — | 5,171 | $250,897 | 0.01% | Long | 2026-03-31 | |
| U.S. VECTOR EQUITY PORTFOLIO | — | 4,829 | $249,756 | 0.00% | Long | 2026-04-30 | |
| Small Cap Core Fund | — | 4,746 | $230,276 | 0.07% | Long | 2026-03-31 | |
| LVIP SSGA Small-Cap Index Fund | — | 4,700 | $228,044 | 0.01% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | — | 4,318 | $201,651 | 0.02% | Long | 2026-02-28 | |
| Fidelity Nasdaq Composite Index Fund | — | 4,303 | $200,950 | 0.00% | Long | 2026-02-28 | |
| VANGUARD BALANCED INDEX FUND | — | 3,798 | $184,279 | 0.00% | Long | 2026-03-31 | |
| Small Cap Index Fund | — | 3,267 | $158,515 | 0.01% | Long | 2026-03-31 | |
| Dimensional VA U.S. Targeted Value Portfolio | — | 2,746 | $142,023 | 0.02% | Long | 2026-04-30 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 2,912 | $141,290 | 0.00% | Long | 2026-03-31 | |
| AQR Small Cap Multi-Style Fund | — | 2,779 | $134,837 | 0.09% | Long | 2026-03-31 | |
| First Trust NASDAQ ABA Community Bank Index Fund | — | 2,777 | $134,740 | 0.19% | Long | 2026-03-31 | |
| Bridge Builder Small/Mid Cap Value Fund | — | 2,672 | $129,645 | 0.00% | Long | 2026-03-31 | |
| Franklin Small Cap Enhanced ETF | — | 2,657 | $128,918 | 0.11% | Long | 2026-03-31 |
Showing 1–50 of 126 positions