Institutionelle Investoren in Bankwell Financial Group, Inc. (BWFG)

Stark Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Zusätzlich aktuell von 79 Mutual Funds/ETFs gehalten (N-PORT). Sektor: Finanzen • Branche: Banken.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Gesamt2.305.047 $+122.579 $
+120,7 %
236.454.172 $+51.936.777 $
+69,6 %
176.561.377 $+13.842.820 $
+45,5 %
161.677.639 $+16.787.630 $
+24,9 %
BlackRock, Inc.28.974.327 $+5.669.930 $
+24,3 %
23.304.397 $+791.014 $
+3,5 %
22.513.383 $+1.947.752 $
+9,5 %
DIMENSIONAL FUND ADVISORS LP19.373.715 $+3.884.347 $
+25,1 %
15.489.368 $+1.080.803 $
+7,5 %
14.408.565 $+548.898 $
+4,0 %
VANGUARD GROUP INC16.806.134 $+568.021 $
+3,5 %
VANGUARD CAPITAL MANAGEMENT LLC16.297.133 $+2.570.243 $
+18,7 %
13.726.890 $
ACADIAN ASSET MANAGEMENT LLC13.666.000 $+5.682.000 $
+71,2 %
7.984.000 $+1.125.000 $
+16,4 %
6.859.000 $+1.941.000 $
+39,5 %
GEODE CAPITAL MANAGEMENT, LLC9.841.745 $+2.260.191 $
+29,8 %
7.581.554 $+281.542 $
+3,9 %
7.300.012 $+200.705 $
+2,8 %
Pacific Ridge Capital Partners, LLC9.794.154 $+1.642.794 $
+20,2 %
8.151.360 $+473.578 $
+6,2 %
7.677.782 $+43.020 $
+0,6 %
AMERICAN CENTURY COMPANIES INC9.294.132 $+4.151.449 $
+80,7 %
5.142.683 $+1.916.772 $
+59,4 %
3.225.911 $+970.400 $
+43,0 %
STATE STREET CORP8.588.193 $+2.240.515 $
+35,3 %
6.347.678 $+1.045.800 $
+19,7 %
5.301.878 $+453.273 $
+9,3 %
TWO SIGMA INVESTMENTS, LP6.957.116 $+2.829.520 $
+68,6 %
4.127.596 $+1.008.216 $
+32,3 %
3.119.380 $+2.424.522 $
+348,9 %
Siena Capital Partners GP, LLC6.823.108 $+1.188.092 $
+21,1 %
5.635.016 $+313.573 $
+5,9 %
5.321.443 $+182.336 $
+3,5 %
Hillsdale Investment Management Inc.6.521.250 $+1.382.982 $
+26,9 %
5.138.268 $+560.850 $
+12,3 %
4.577.418 $+297.691 $
+7,0 %
AQR CAPITAL MANAGEMENT LLC6.401.398 $+3.928.341 $
+158,8 %
2.473.057 $+1.534.535 $
+163,5 %
938.522 $+417.135 $
+80,0 %
NORTHERN TRUST CORP5.553.050 $+2.335.349 $
+72,6 %
3.217.701 $+256.538 $
+8,7 %
2.961.163 $-94.167 $
-3,1 %
RENAISSANCE TECHNOLOGIES LLC5.507.695 $+289.466 $
+5,5 %
5.218.229 $-103.993 $
-2,0 %
5.322.222 $+85.323 $
+1,6 %
BANC FUNDS CO LLC5.312.351 $+633.907 $
+13,5 %
4.678.444 $+260.342 $
+5,9 %
4.418.102 $-379.616 $
-7,9 %
Wealthspire Advisors, LLC5.142.834 $
Nuveen, LLC4.718.918 $+1.449.058 $
+44,3 %
3.269.860 $+1.309.863 $
+66,8 %
1.959.997 $+869.411 $
+79,7 %
GOLDMAN SACHS GROUP INC4.315.540 $-88.135 $
-2,0 %
4.403.675 $+1.736.309 $
+65,1 %
2.667.366 $+371.809 $
+16,2 %
Qube Research & Technologies Ltd4.362.775 $+1.807.663 $
+70,7 %
2.555.112 $+978.217 $
+62,0 %
1.576.895 $
LSV ASSET MANAGEMENT4.089.000 $+707.000 $
+20,9 %
3.382.000 $-178.000 $
-5,0 %
3.560.000 $-210.000 $
-5,6 %
COMMONWEALTH EQUITY SERVICES, LLC3.956.740 $+568.240 $
+16,8 %
3.388.500 $+198.480 $
+6,2 %
3.190.020 $+61.020 $
+2,0 %
BRIDGEWAY CAPITAL MANAGEMENT, LLC3.160.339 $+494.456 $
+18,5 %
2.665.883 $+271.559 $
+11,3 %
2.394.324 $+190.939 $
+8,7 %
VANGUARD FIDUCIARY TRUST CO2.729.819 $+530.747 $
+24,1 %
2.199.072 $
VANGUARD PORTFOLIO MANAGEMENT LLC2.407.634 $+523.602 $
+27,8 %
1.884.032 $
Corient Private Wealth LP1.305.602 $+242.868 $
+22,9 %
1.062.734 $-944.458 $
-47,1 %
2.007.192 $+1.037.984 $
+107,1 %
SEI INVESTMENTS CO1.358.536 $-647.383 $
-32,3 %
2.005.919 $+1.109.878 $
+123,9 %
896.041 $
Empowered Funds, LLC1.891.221 $+438.435 $
+30,2 %
1.452.786 $+204.054 $
+16,3 %
1.248.732 $+151.686 $
+13,8 %
ALGERT GLOBAL LLC1.845.984 $+500.039 $
+37,2 %
1.345.945 $+151.418 $
+12,7 %
1.194.527 $+587.638 $
+96,8 %
Trexquant Investment LP1.695.290 $+231.393 $
+15,8 %
1.463.897 $-345.352 $
-19,1 %
1.809.249 $+699.503 $
+63,0 %
MORGAN STANLEY1.781.398 $+175.041 $
+10,9 %
1.606.357 $-88.554 $
-5,2 %
1.694.911 $+399.152 $
+30,8 %
HSBC HOLDINGS PLC268.252 $-698.821 $
-72,3 %
967.073 $-782.799 $
-44,7 %
1.749.872 $+1.216.876 $
+228,3 %
CITADEL ADVISORS LLC943.055 $+523.648 $
+124,9 %
419.407 $-1.170.776 $
-73,6 %
1.590.183 $+788.815 $
+98,4 %
Informed Momentum Co LLC1.585.134 $+222.110 $
+16,3 %
1.363.024 $+75.849 $
+5,9 %
1.287.175 $+44.104 $
+3,5 %
Innovative Asset Advisors Group, LLC1.580.434 $
JPMORGAN CHASE & CO1.493.276 $+369.733 $
+32,9 %
1.123.543 $-337.290 $
-23,1 %
1.460.833 $+763.893 $
+109,6 %
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.462.993 $+254.748 $
+21,1 %
1.208.245 $+67.235 $
+5,9 %
1.141.010 $+198.396 $
+21,0 %
JANE STREET GROUP, LLC1.456.572 $+650.780 $
+80,8 %
Nicht ausgewiesen1.391.602 $+142.503 $
+11,4 %
1.249.099 $
BANK OF AMERICA CORP /DE/1.282.806 $+574.511 $
+81,1 %
708.295 $+173.805 $
+32,5 %
534.490 $+175.047 $
+48,7 %
BARCLAYS PLC877.725 $+10.187 $
+1,2 %
867.538 $-406.030 $
-31,9 %
1.273.568 $+209.797 $
+19,7 %
Summit Trail Advisors, LLC1.252.726 $+218.134 $
+21,1 %
1.034.592 $+57.572 $
+5,9 %
977.020 $+6.618 $
+0,7 %
KENNEDY CAPITAL MANAGEMENT LLC1.110.023 $-103.123 $
-8,5 %
1.213.146 $+67.509 $
+5,9 %
1.145.637 $-461.169 $
-28,7 %
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.164.308 $+208.464 $
+21,8 %
955.844 $+29.409 $
+3,2 %
926.435 $+31.744 $
+3,5 %
CAPTRUST FINANCIAL ADVISORS1.033.882 $+204.583 $
+24,7 %
829.299 $+53.658 $
+6,9 %
775.641 $+30.737 $
+4,1 %
SummerHaven Investment Management, LLC1.021.766 $
MILLENNIUM MANAGEMENT LLC955.359 $+431.911 $
+82,5 %
523.448 $+252.328 $
+93,1 %
TWO SIGMA ADVISERS, LP930.146 $
Integrated Quantitative Investments LLC895.174 $+212.498 $
+31,1 %
682.676 $+239.642 $
+54,1 %
443.034 $
STATE OF WISCONSIN INVESTMENT BOARD828.493 $-27.691 $
-3,2 %
856.184 $+63.498 $
+8,0 %
792.686 $+190.886 $
+31,7 %
PRUDENTIAL FINANCIAL INC341.925 $-298.054 $
-46,6 %
639.979 $+57.515 $
+9,9 %
582.464 $+212.445 $
+57,4 %
MARTINGALE ASSET MANAGEMENT L P436.337 $-191.803 $
-30,5 %
628.140 $
MANGROVE PARTNERS IM, LLC608.533 $+148.855 $
+32,4 %
459.678 $
Legato Capital Management LLC597.311 $+113.033 $
+23,3 %
484.278 $+41.244 $
+9,3 %
443.034 $
THRIVENT FINANCIAL FOR LUTHERANS564.000 $+279.000 $
+97,9 %
285.000 $+59.000 $
+26,1 %
226.000 $
Tidal Investments LLC208.269 $-350.584 $
-62,7 %
558.853 $
Russell Investments Group, Ltd.554.141 $+518.722 $
+1.464,5 %
35.419 $-1.511 $
-4,1 %
36.930 $+6.619 $
+21,8 %
Sierra Capital LLC552.338 $+98.338 $
+21,7 %
454.000 $+27.000 $
+6,3 %
427.000 $+16.000 $
+3,9 %
Bridge City Capital, LLC536.388 $+50.897 $
+10,5 %
485.491 $+670 $
+0,1 %
484.821 $-81.977 $
-14,5 %
Quadrature Capital Ltd532.108 $
UBS Group AG487.038 $-37.560 $
-7,2 %
524.598 $+187.958 $
+55,8 %
336.640 $-143.783 $
-29,9 %
WELLS FARGO & COMPANY/MN435.090 $+190.639 $
+78,0 %
244.451 $-268.585 $
-52,4 %
513.036 $+79.352 $
+18,3 %
MARSHALL WACE, LLP505.670 $-1.138.882 $
-69,3 %
Invesco Ltd.491.268 $+184.622 $
+60,2 %
306.646 $-25.640 $
-7,7 %
332.286 $+78.644 $
+31,0 %
RHUMBLINE ADVISERS468.057 $+27.115 $
+6,1 %
440.942 $+15.603 $
+3,7 %
425.339 $-25.430 $
-5,6 %
OCCUDO QUANTITATIVE STRATEGIES LP460.776 $+233.415 $
+102,7 %
227.361 $-18.784 $
-7,6 %
246.145 $-9.841 $
-3,8 %
XTX Topco Ltd451.788 $
Point72 Asset Management, L.P.314.606 $-16.349 $
-4,9 %
330.955 $-116.752 $
-26,1 %
447.707 $
FMR LLC446.324 $+239.629 $
+115,9 %
206.695 $+116.063 $
+128,1 %
90.632 $+21.646 $
+31,4 %
Y-Intercept (Hong Kong) Ltd421.783 $
Connor, Clark & Lunn Investment Management Ltd.406.021 $+97.919 $
+31,8 %
308.102 $+52.930 $
+20,7 %
255.172 $+25.736 $
+11,2 %
Mariner, LLC386.380 $
Jump Financial, LLC338.573 $-29.407 $
-8,0 %
367.980 $
DEUTSCHE BANK AG\347.918 $+122.979 $
+54,7 %
224.939 $+72.358 $
+47,4 %
152.581 $+5.228 $
+3,5 %
AE Wealth Management LLC331.656 $+83.904 $
+33,9 %
247.752 $+46.743 $
+23,3 %
201.009 $
Essex Financial Services, Inc.330.998 $+58.752 $
+21,6 %
272.246 $+15.196 $
+5,9 %
257.050 $+9.958 $
+4,0 %
Daytona Street Capital LLC329.175 $+40.325 $
+14,0 %
288.850 $+41.625 $
+16,8 %
247.225 $+18.125 $
+7,9 %
229.100 $
FRANKLIN TEMPLETON INC220.523 $-87.112 $
-28,3 %
307.635 $+5.363 $
+1,8 %
IEQ CAPITAL, LLC303.973 $
PRICE T ROWE ASSOCIATES INC /MD/301.000 $+27.000 $
+9,9 %
274.000 $
MERCER GLOBAL ADVISORS INC /ADV295.219 $
CANADA PENSION PLAN INVESTMENT BOARD293.750 $+51.150 $
+21,1 %
242.600 $+13.500 $
+5,9 %
229.100 $
KESTRA PRIVATE WEALTH SERVICES, LLC291.315 $+51.441 $
+21,4 %
239.874 $+12.692 $
+5,6 %
227.182 $-91.935 $
-28,8 %
Squarepoint Ops LLC273.459 $-7.876 $
-2,8 %
281.335 $
Creative Planning265.491 $
Janney Montgomery Scott LLC264.000 $
ROYAL BANK OF CANADA254.000 $+53.000 $
+26,4 %
201.000 $+12.000 $
+6,3 %
189.000 $-20.000 $
-9,6 %
LOS ANGELES CAPITAL MANAGEMENT LLC226.188 $+39.386 $
+21,1 %
186.802 $-59.102 $
-24,0 %
245.904 $-5.569 $
-2,2 %
BEESE FULMER INVESTMENT MANAGEMENT, INC.240.278 $+23.138 $
+10,7 %
217.140 $
MetLife Investment Management, LLC236.704 $+41.217 $
+21,1 %
195.487 $+6.434 $
+3,4 %
189.053 $+6.477 $
+3,5 %
PDT Partners, LLC235.000 $
GSA CAPITAL PARTNERS LLP235.000 $
Engineers Gate Manager LP210.913 $
SG Americas Securities, LLC210.000 $
NEW YORK STATE COMMON RETIREMENT FUND196.871 $+34.280 $
+21,1 %
162.591 $+9.048 $
+5,9 %
153.543 $+5.261 $
+3,5 %
ASSETMARK, INC194.400 $+18.150 $
+10,3 %
176.250 $+30.690 $
+21,1 %
145.560 $
CITIGROUP INC188.764 $+166.639 $
+753,2 %
22.125 $+9.066 $
+69,4 %
13.059 $-8.580 $
-39,7 %
Vanguard Global Advisers, LLC178.718 $+31.120 $
+21,1 %
147.598 $
Key FInancial Inc170.375 $+29.667 $
+21,1 %
140.708 $+7.830 $
+5,9 %
132.878 $+6.699 $
+5,3 %
BNP PARIBAS FINANCIAL MARKETS168.965 $+10.159 $
+6,4 %
158.806 $+55.574 $
+53,8 %
103.232 $+6.988 $
+7,3 %
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.164.148 $+10.631 $
+6,9 %
153.517 $+2.036 $
+1,3 %
151.481 $+7.049 $
+4,9 %
US BANCORP \DE\99.229 $+17.279 $
+21,1 %
81.950 $+4.560 $
+5,9 %
77.390 $+2.652 $
+3,5 %
CWM, LLC92.867 $+35.867 $
+62,9 %
57.000 $+11.000 $
+23,9 %
Police & Firemen's Retirement System of New Jersey87.655 $+15.263 $
+21,1 %
72.392 $+4.029 $
+5,9 %
68.363 $-33.766 $
-33,1 %
Tower Research Capital LLC (TRC)48.058 $-36.706 $
-43,3 %
84.764 $+69.277 $
+447,3 %
15.487 $-2.788 $
-15,3 %
State of Alaska, Department of Revenue46.000 $+21.000 $
+84,0 %
25.000 $+5.000 $
+25,0 %
20.000 $+1.000 $
+5,3 %
19.000 $
Mirae Asset Global Investments Co., Ltd.44.768 $
Legal & General Group Plc37.424 $+6.517 $
+21,1 %
30.907 $+1.308 $
+4,4 %
29.599 $+173 $
+0,6 %
Ameritas Investment Partners, Inc.32.724 $+5.698 $
+21,1 %
27.026 $-6.056 $
-18,3 %
33.082 $+1.133 $
+3,5 %
Capital Advisors, Ltd. LLC27.000 $+5.000 $
+22,7 %
22.000 $+1.000 $
+4,8 %
21.000 $+1.000 $
+5,0 %
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM4.935 $-12.532 $
-71,7 %
17.467 $-2.465 $
-12,4 %
19.932 $-733 $
-3,5 %
Sterling Capital Management LLC8.618 $+2.155 $
+33,3 %
6.463 $-3.047 $
-32,0 %
9.510 $-6.527 $
-40,7 %
16.037 $-2.283 $
-12,5 %
Allworth Financial LP14.864 $+11.419 $
+331,5 %
3.445 $+924 $
+36,7 %
2.521 $+2.078 $
+469,1 %
Arax Advisory Partners14.511 $+12.910 $
+806,4 %
1.601 $-4.860 $
-75,2 %
AMALGAMATED BANK10.000 $+1.000 $
+11,1 %
SJS Investment Consulting Inc.9.396 $+8.691 $
+1.232,8 %
705 $+268 $
+61,3 %
437 $+253 $
+137,5 %
184 $-2.073 $
-91,8 %
JONES FINANCIAL COMPANIES LLLP538 $-8.626 $
-94,1 %
9.164 $+8 $
+0,1 %
Farther Finance Advisors, LLC8.813 $+6.275 $
+247,2 %
2.538 $+665 $
+35,5 %
1.873 $+315 $
+20,2 %
1.558 $
IFP Advisors, Inc7.711 $+720 $
+10,3 %
6.991 $+6.506 $
+1.341,4 %
485 $+27 $
+5,9 %
458 $+281 $
+158,8 %
QUADRANT CAPITAL GROUP LLC6.114 $
Kemnay Advisory Services Inc.5.774 $
PNC FINANCIAL SERVICES GROUP, INC.4.995 $+2.228 $
+80,5 %
2.767 $+156 $
+6,0 %
2.611 $+309 $
+13,4 %
Quarry LP4.490 $
GAMMA Investing LLC4.471 $+770 $
+20,8 %
3.701 $+644 $
+21,1 %
3.057 $+1.270 $
+71,1 %
1.787 $+105 $
+6,2 %
MAI Capital Management3.882 $+3.698 $
+2.009,8 %
184 $
Essential Partners LLC3.434 $+320 $
+10,3 %
3.114 $-719 $
-18,8 %
3.833 $+213 $
+5,9 %
3.620 $+567 $
+18,6 %
Nicht ausgewiesen1.292 $-2.104 $
-62,0 %
3.396 $+555 $
+19,5 %
2.841 $-2.823 $
-49,8 %
ROTHSCHILD INVESTMENT LLC3.349 $+1.699 $
+103,0 %
1.650 $+1.146 $
+227,4 %
504 $
Root Financial Partners, LLC2.981 $+1.719 $
+136,2 %
1.262 $
Fortitude Family Office, LLC2.851 $+266 $
+10,3 %
2.585 $+547 $
+26,8 %
2.038 $+68 $
+3,5 %
1.970 $+67 $
+3,5 %
MassMutual Private Wealth & Trust, FSB1.361 $-1.165 $
-46,1 %
2.526 $+1.459 $
+136,7 %
1.067 $+59 $
+5,9 %
1.008 $+34 $
+3,5 %
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.115 $+368 $
+21,1 %
1.747 $+1.426 $
+444,2 %
321 $
Parallel Advisors, LLC999 $-990 $
-49,8 %
1.989 $
EverSource Wealth Advisors, LLC1.822 $+1.191 $
+188,7 %
631 $+356 $
+129,5 %
275 $+98 $
+55,4 %
OSAIC HOLDINGS, INC.1.762 $+307 $
+21,1 %
1.455 $+81 $
+5,9 %
1.374 $+47 $
+3,5 %
NISA INVESTMENT ADVISORS, LLC1.166 $+108 $
+10,2 %
1.058 $+185 $
+21,2 %
873 $+48 $
+5,8 %
825 $-20.327 $
-96,1 %
Cornerstone Planning Group LLC1.012 $+127 $
+14,4 %
885 $+86 $
+10,8 %
799 $+63 $
+8,6 %
Covestor Ltd1.000 $
Clearstead Advisors, LLC882 $+528 $
+149,2 %
Basecamp Wealth Advisors LLC705 $+365 $
+107,4 %
340 $
True Wealth Design, LLC519 $+107 $
+26,0 %
412 $+169 $
+69,5 %
243 $+13 $
+5,7 %
230 $+53 $
+29,9 %
Wealth Enhancement Trust Services, Inc.470 $
JPL Wealth Management, LLC294 $+51 $
+21,0 %
243 $
SIGNATUREFD, LLC194 $
GK Wealth Management LLC130 $
Wealth Preservation Advisors, LLC97 $
Gesamt2.305.047 $+122.579 $
+120,7 %
236.454.172 $+51.936.777 $
+69,6 %
176.561.377 $+13.842.820 $
+45,5 %
161.677.639 $+16.787.630 $
+24,9 %
Erweitert ×