HSBC HOLDINGS PLC BWFG — BANKWELL FINL GROUP INC

Ownership history in HSBC HOLDINGS PLC  ·  10 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported BANKWELL FINL GROUP INC (BWFG) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows BWFG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HSBC HOLDINGS PLC's position in BANKWELL FINL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BWFG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BWFG stock page HSBC HOLDINGS PLC fund profile HSBC HOLDINGS PLC full holdings
How HSBC HOLDINGS PLC held BWFG — position size vs. price
% of Fund (quarterly)    BWFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,870 +932 +4.9% 0.00% $967K 2026-04-30 $51.72
2025 Q4 ADDED — — — 18,938 +6,882 +57.1% 0.00% $875K 2026-03-06 $46.32
2025 Q3 ADDED — — — 12,056 +5,396 +81.0% 0.00% $533K 2025-11-13 $45.32
2025 Q2 REDUCED — — — 6,660 -175 -2.6% 0.00% $244K 2025-08-13 $40.82
2025 Q1 REDUCED 10.3% +20.1% ❌ 6,835 -788 -10.3% 0.00% $206K 2025-05-14 $35.12
2024 Q4 REDUCED 15.0% -2.5% ✅ 7,623 -1,344 -15.0% 0.00% $241K 2025-02-14 $30.72
2024 Q3 REDUCED 25.6% +5.1% ❌ 8,967 -3,089 -25.6% 0.00% $271K 2024-11-14 $31.83
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWFG

As of 2026 Q1 — sorted by position size

GM Advisory Group, LLC 3Y 7Y 0.2% Daytona Street Capital LLC 0.19% Hillsdale Investment Management Inc. 3Y 7Y 0.14% Key FInancial Inc 3Y 0.03% Essex Financial Services, Inc. 3Y 7Y 0.02% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.0% Capital Advisors, Ltd. LLC 3Y 7Y 0.0% Nuveen, LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0%

FAQ About HSBC HOLDINGS PLC and BWFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has HSBC HOLDINGS PLC reported owning BWFG?

HSBC HOLDINGS PLC reported BWFG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BWFG position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for BWFG was 0.00% in 2026 Q1.

What is the latest reported BWFG position on this page?

The most recent filing on this page is 2026 Q1, when HSBC HOLDINGS PLC reported 19,870 shares, equal to 0.00% of portfolio, with an estimated market value of $967K.

What does the chart on this BWFG ownership page compare?

The chart compares HSBC HOLDINGS PLC's quarterly BWFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HSBC HOLDINGS PLC time their BWFG position?

Based on 13F filing dates vs. subsequent BWFG price moves, HSBC HOLDINGS PLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on BWFG relative to SPY over the holding period was +20.9%.

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