Arax Advisory Partners
BWFG icon

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
Q3 		$34.5K Buy
532
+285
+115% +$18.4K ﹤0.01% 3625
2026
Q2 		$14.5K Buy
247
+214
+648% +$11.3K ﹤0.01% 4161
2026
Q1 		$1.6K Buy
+33
New +$1.58K ﹤0.01% 3171
2025
Q4 		– Sell
-146
Closed -$6.46K – 4141
2025
Q3 		$6.46K Buy
+146
New +$5.99K ﹤0.01% 2782

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Siena Capital Partners
Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arax Advisory Partners's BWFG Position: Q3 2026 in Review

Arax Advisory Partners increased its Bankwell Financial Group (BWFG) stake by 115% in Q3 2026, buying an estimated $18.4K and bringing the position to 532 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3625.

Arax Advisory Partners first reported a position in BWFG in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

  • Arax Advisory Partners held 532 shares of Bankwell Financial Group worth $34.5K as of Q3 2026.
  • Arax Advisory Partners bought 285 Bankwell Financial Group shares in Q3 2026, an estimated $18.4K.
  • Bankwell Financial Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #3625 holding.
  • Arax Advisory Partners first reported a position in Bankwell Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.