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Allworth Financial’s Bankwell Financial Group BWFG Stock Holding History

Allworth Financial’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 		$3.44K Buy
71
+16
+29% +$764 ﹤0.01% 4153
2025
Q4 		$2.52K Buy
55
+45
+450% +$2.03K ﹤0.01% 4029
2025
Q3 		$443 Hold
10
– – ﹤0.01% 4465
2025
Q2 		$361 Buy
+10
New +$333 ﹤0.01% 4208

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

Allworth Financial's BWFG Position: Q1 2026 in Review

Allworth Financial increased its Bankwell Financial Group (BWFG) stake by 29% in Q1 2026, buying an estimated $764 and bringing the position to 71 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #4153.

Allworth Financial first reported a position in BWFG in Q2 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Allworth Financial held 71 shares of Bankwell Financial Group worth $3.44K as of Q1 2026.
  • Allworth Financial bought 16 Bankwell Financial Group shares in Q1 2026, an estimated $764.
  • Bankwell Financial Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4153 holding.
  • Allworth Financial first reported a position in Bankwell Financial Group in Q2 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.