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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
Q2 		$332K Buy
5,644
+538
+11% +$28.5K ﹤0.01% 1435
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

AE Wealth Management's BWFG Position: Q2 2026 in Review

AE Wealth Management increased its Bankwell Financial Group (BWFG) stake by 11% in Q2 2026, buying an estimated $28.5K and bringing the position to 5,644 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

AE Wealth Management first reported a position in BWFG in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • AE Wealth Management held 5,644 shares of Bankwell Financial Group worth $332K as of Q2 2026.
  • AE Wealth Management bought 538 Bankwell Financial Group shares in Q2 2026, an estimated $28.5K.
  • Bankwell Financial Group made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1435 holding.
  • AE Wealth Management first reported a position in Bankwell Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.