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Arax Advisory Partners’s Bankwell Financial Group BWFG Stock Holding History

Arax Advisory Partners’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 		$14.5K Buy
247
+214
+648% +$11.3K ﹤0.01% 4161
2026
Q1 		$1.6K Buy
+33
New +$1.57K ﹤0.01% 3171
2025
Q4 		– Sell
-146
Closed -$6.46K – 4141
2025
Q3 		$6.46K Buy
+146
New +$5.99K ﹤0.01% 2782

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

Arax Advisory Partners's BWFG Position: Q2 2026 in Review

Arax Advisory Partners increased its Bankwell Financial Group (BWFG) stake by 648% in Q2 2026, buying an estimated $11.3K and bringing the position to 247 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4161.

Arax Advisory Partners first reported a position in BWFG in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Arax Advisory Partners held 247 shares of Bankwell Financial Group worth $14.5K as of Q2 2026.
  • Arax Advisory Partners bought 214 Bankwell Financial Group shares in Q2 2026, an estimated $11.3K.
  • Bankwell Financial Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4161 holding.
  • Arax Advisory Partners first reported a position in Bankwell Financial Group in Q3 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.