Among active 13F managers last quarter, 6 opened and 24 added, while 14 reduced; the largest holder to move was Pacific Ridge Capital Partners, LLC (−0.8%). Over the last 180 days, 5 insiders bought and 3 insiders sold, a net +$1.0M in open-market trades.
Funds lean in and no leg opposes.
108 tracked 13F filers disclose a position in BWFG as of the latest SEC 13F filings, a combined $185.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 493K | $29.0M | ▲+2.7% Added · +13K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 319K | $15.5M | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 277K | $16.3M | ▼−1.9% Reduced · −6K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 167K | $9.8M | ▲+7.2% Added · +11K sh | Q2 2026 | |
| 5 | Pacific Ridge Capital Partners, LLC | 167K | $9.8M | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 6 | State Street Corp | 146K | $8.6M | ▲+12% Added · +15K sh | Q2 2026 | |
| 7 | Siena Capital Partners GP, LLC | 116K | $6.8M | —Held | Q2 2026 | |
| 8 | Renaissance Technologies LLC | 108K | $5.2M | ▼−7.4% Reduced · −9K sh | Q1 2026 | |
| 9 | GM Advisory Group, LLC | 106K | $5.2M | ▲+0.4% Added · +439 sh | Q1 2026 | |
| 10 | American Century Companies Inc | 106K | $5.1M | ▲+51% Added · +36K sh | Q1 2026 | |
| 11 | Hillsdale Investment Management Inc. | 106K | $5.1M | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 91K | $4.4M | ▲+56% Added · +33K sh | Q1 2026 | |
| 13 | Two Sigma Investments, LP | 85K | $4.1M | ▲+25% Added · +17K sh | Q1 2026 | |
| 14 | Commonwealth Equity Services, LLC | 70K | $3.4M | ▲+0.3% Added · +216 sh | Q1 2026 | |
| 15 | Nuveen, LLC | 67K | $3.3M | ▲+58% Added · +25K sh | Q1 2026 | |
| 16 | Northern Trust Corp | 66K | $3.2M | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 17 | Bridgeway Capital Management, LLC | 54K | $3.2M | ▼−2.1% Reduced · −1K sh | Q2 2026 | |
| 18 | Qube Research & Technologies Ltd | 53K | $2.6M | ▲+53% Added · +18K sh | Q1 2026 | |
| 19 | AQR Capital Management LLC | 51K | $2.5M | ▲+149% Added · +30K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 46K | $2.7M | ▲+2.5% Added · +1K sh | Q2 2026 | |
| 21 | Sei Investments Co | 41K | $2.0M | ▲+111% Added · +22K sh | Q1 2026 | |
| 22 | Vanguard Portfolio Management LLC | 41K | $2.4M | ▲+5.5% Added · +2K sh | Q2 2026 | |
| 23 | Morgan Stanley | 33K | $1.6M | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 24 | Algert Global LLC | 31K | $1.8M | ▲+13% Added · +4K sh | Q2 2026 | |
| 25 | Empowered Funds, LLC | 30K | $1.5M | ▲+9.9% Added · +3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in BWFG and 24 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 51 funds | $136.2B |
| Alphabet Inc-CL AGOOGL | 51 funds | $94.4B |
| Eli Lilly & CoLLY | 51 funds | $45.3B |
| JPMorgan Chase & CoJPM | 51 funds | $32.5B |
| Meta Platforms Inc-Class AMETA | 50 funds | $56.3B |
| Tesla IncTSLA | 50 funds | $36.3B |
| Bank Of America CorpBAC | 50 funds | $18.1B |
| Chevron CorpCVX | 50 funds | $15.0B |
| McDonald's CorpMCD | 50 funds | $10.5B |
| Nvidia CorpNVDA | 49 funds | $214.7B |
| Amazon.com IncAMZN | 49 funds | $105.2B |
| Broadcom IncAVGO | 49 funds | $93.1B |
Ranked by how many of BWFG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BWFG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 8, 2026 | Seidman Lawrence B | Director, 10% Owner | Buy (P) 7 lots, same day | 5K | $353K |
| Sep 8, 2026 | Drexler Blake S | Director | Buy (P) | 116 | $8K |
| Sep 8, 2026 | Dunne Jeffrey R | Director | Buy (P) | 261 | $18K |
| Sep 8, 2026 | Dale Eric J | Director | Buy (P) | 530 | $36K |
| Sep 8, 2026 | Porto Carl M | Director | Buy (P) | 327 | $22K |
| Aug 25, 2026 | Seidman Lawrence B | Director | Buy (P) 6 lots, same day | 3K | $167K |
| Aug 7, 2026 | Seidman Lawrence B | Director | Buy (P) 6 lots, same day | 10K | $666K |
| Jul 31, 2026 | Hildebrand Ryan Jason | Chief Innovation Officer | Sell (S) | 2K | $150K |
| Jul 1, 2026 | Hildebrand Ryan Jason | Chief Innovation Officer | Sell (S) | 1K | $64K |
| Jun 5, 2026 | Lampert Todd | Director | Sell (S) | 4K | $188K |
| Jun 5, 2026 | Seidman Lawrence B | Director | Buy (P) | 323 | $17K |
| Jun 5, 2026 | Dale Eric J | Director | Buy (P) | 588 | $32K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 48 | 25 | – |
Insiders Form 4 open-market | 5 | 3 | +$1.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for BWFG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BWFG/capital-change-brief"
Use Arkolith's capital_change_brief for BWFG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BWFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.