AssetMark Inc
BWFG icon

AssetMark Inc’s Bankwell Financial Group BWFG Stock Holding History

AssetMark Inc’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 		$176K Hold
3,000
– – ﹤0.01% 1480
2026
Q1 		$146K Buy
+3,000
New +$143K ﹤0.01% 1418

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Acadian Asset Management
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Geode Capital Management
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PRCP
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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

AssetMark Inc's BWFG Position: Q2 2026 in Review

AssetMark Inc held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 3,000 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

AssetMark Inc first reported a position in BWFG in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • AssetMark Inc held 3,000 shares of Bankwell Financial Group worth $176K as of Q2 2026.
  • AssetMark Inc left its Bankwell Financial Group share count unchanged in Q2 2026.
  • Bankwell Financial Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1480 holding.
  • AssetMark Inc first reported a position in Bankwell Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.