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
Q1 		$146K Buy
+3,000
New +$143K ﹤0.01% 1418

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

AssetMark Inc's BWFG Position: Q1 2026 in Review

AssetMark Inc opened a new position in Bankwell Financial Group (BWFG) in Q1 2026: 3,000 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings.

119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • AssetMark Inc held 3,000 shares of Bankwell Financial Group worth $146K as of Q1 2026.
  • Bankwell Financial Group was a new AssetMark Inc position in Q1 2026.
  • Bankwell Financial Group made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1418 holding.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.