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XML Financial, LLC → BWFG

XML Financial, LLC BWFG Position History

Bankwell Financial Group, Inc. • Banking

Quarters held
1
Latest value
$359K
Q3 2026
Peak value
$359K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$359K5.5K——

Other funds holding BWFG

Other XML Financial, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M
SCHW-PJ

SCHWAB STRATEGIC TR

$49M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.5M
ETHA

ISHARES TR

$44.4M
ETHA

ISHARES TR

$44.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$42.6M
XML Financial, LLC BWFG Holdings: 13F Position History | Track13F