ALPS Advisors’s Bankwell Financial Group BWFG Stock Holding History

ALPS Advisors’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 Q3	$551K	Buy	+8,500	New	+$550K	﹤0.01%	926

Other funds holding BWFG

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ALPS Advisors's BWFG Position: Q3 2026 in Review

ALPS Advisors opened a new position in Bankwell Financial Group (BWFG) in Q3 2026: 8,500 shares worth $551K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings.

31 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

ALPS Advisors held 8,500 shares of Bankwell Financial Group worth $551K as of Q3 2026.
Bankwell Financial Group was a new ALPS Advisors position in Q3 2026.
Bankwell Financial Group made up ﹤0.01% of ALPS Advisors's portfolio in Q3 2026, its #926 holding.
31 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.