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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
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 $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

Arax Advisory Partners's BWFG Position: Q1 2026 in Review

Arax Advisory Partners opened a new position in Bankwell Financial Group (BWFG) in Q1 2026: 33 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #3171 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in BWFG as recently as Q3 2025.

Arax Advisory Partners first reported a position in BWFG in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.46K in Q3 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Arax Advisory Partners held 33 shares of Bankwell Financial Group worth $1.6K as of Q1 2026.
  • Bankwell Financial Group was a new Arax Advisory Partners position in Q1 2026.
  • Bankwell Financial Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3171 holding.
  • Arax Advisory Partners first reported a position in Bankwell Financial Group in Q3 2025 and has held it in 2 quarters since.
  • Arax Advisory Partners's Bankwell Financial Group position peaked at $6.46K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.