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Beese Fulmer Investment Management’s Bankwell Financial Group BWFG Stock Holding History

Beese Fulmer Investment Management’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 		$217K Buy
+3,696
New +$196K 0.01% 365
2020
Q3 		– Sell
-3,626
Closed -$58K – 245
2020
Q2 		$58K Buy
+3,626
New +$53.8K 0.01% 308

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Acadian Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Beese Fulmer Investment Management's BWFG Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 3,696 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in BWFG as recently as Q2 2020.

Beese Fulmer Investment Management first reported a position in BWFG in Q2 2020 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Beese Fulmer Investment Management held 3,696 shares of Bankwell Financial Group worth $217K as of Q2 2026.
  • Bankwell Financial Group was a new Beese Fulmer Investment Management position in Q2 2026.
  • Bankwell Financial Group made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #365 holding.
  • Beese Fulmer Investment Management first reported a position in Bankwell Financial Group in Q2 2020 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.