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BWFG

BWFG

Bankwell Financial Group, Inc.• Banking

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
31
Partial Q3 2026
Total 13F value
$7M
Filed positions so far
New positions
7
This quarter
Sold positions
2
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Commonwealth Equity Services, Llc

$2.2M33.7K0.00%-50.0%

Summerhaven Investment Management, Llc

$1M15.8K0.57%—

Bridge City Capital, Llc

$592K9.1K0.12%Unchanged

Alps Advisors Inc

$551K8.5K0.00%New Position

Creative Planning

$481K7.4K0.00%+64.3%

Y-Intercept (Hong Kong) Ltd

$422K6.5K0.01%New Position

Xml Financial, Llc

$359K5.5K0.03%New Position

Daytona Street Capital Llc

$329K5.0K0.23%Unchanged

Kestra Private Wealth Services, Llc

$255K3.9K0.00%-20.5%

Beese Fulmer Investment Management, Inc.

$240K3.7K0.01%+0.3%

Assetmark, Inc

$194K3.0K0.00%Unchanged

Key Financial Inc

$188K2.9K0.03%Unchanged

Mirae Asset Global Investments Co., Ltd.

$49K7620.00%Unchanged

State Of Alaska, Department Of Revenue

$46K7280.00%+69.7%

Capital Advisors, Ltd. Llc

$30K4580.00%Unchanged

Sjs Investment Consulting Inc.

$9K1450.00%+1108.3%

Farther Finance Advisors, Llc

$9K1360.00%+216.3%

Sterling Capital Management Llc

$9K1330.00%+20.9%

Ifp Advisors, Inc

$8K1190.00%Unchanged

Gamma Investing Llc

$4K690.00%+9.5%

Essential Partners Llc

$3K530.00%Unchanged

Root Financial Partners, Llc

$3K460.00%New Position

Fortitude Family Office, Llc

$3K440.00%Unchanged

Provenance Wealth Advisors, Llc

$3K390.00%New Position

Massmutual Private Wealth & Trust, Fsb

$1K210.00%-51.2%

Nisa Investment Advisors, Llc

$1K180.00%Unchanged

Parallel Advisors, Llc

$1K170.00%Unchanged

Covestor Ltd

$1K90.00%Unchanged

True Wealth Design, Llc

$51980.00%+14.3%

Signaturefd, Llc

$19430.00%New Position

Gk Wealth Management Llc

$13020.00%New Position

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