AWM
BWFG icon

AE Wealth Management’s Bankwell Financial Group BWFG Stock Holding History

AE Wealth Management’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Buy
5,106
+714
+16% +$34.1K ﹤0.01% 1495
2025
Q4 		$201K Buy
+4,392
New +$198K ﹤0.01% 1524

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

AE Wealth Management's BWFG Position: Q1 2026 in Review

AE Wealth Management increased its Bankwell Financial Group (BWFG) stake by 16% in Q1 2026, buying an estimated $34.1K and bringing the position to 5,106 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

AE Wealth Management first reported a position in BWFG in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • AE Wealth Management held 5,106 shares of Bankwell Financial Group worth $248K as of Q1 2026.
  • AE Wealth Management bought 714 Bankwell Financial Group shares in Q1 2026, an estimated $34.1K.
  • Bankwell Financial Group made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1495 holding.
  • AE Wealth Management first reported a position in Bankwell Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.