Benjamin F. Edwards & Company’s Bankwell Financial Group BWFG Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$119K	Buy	4,690 +360	+8%	+$8.75K	﹤0.01%	1059
2024 Q1	$112K	Sell	4,330 -142	-3%	-$3.79K	﹤0.01%	1069
2023 Q4	$135K	Sell	4,472 -134	-3%	-$3.55K	﹤0.01%	986
2023 Q3	$112K	Sell	4,606 -95	-2%	-$2.47K	﹤0.01%	870
2023 Q2	$115K	Buy	4,701 +708	+18%	+$16.8K	﹤0.01%	868
2023 Q1	$99K	Buy	+3,993	New	+$115K	﹤0.01%	910

Other funds holding BWFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Benjamin F. Edwards & Company's BWFG Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Bankwell Financial Group (BWFG) stake by 8.3% in Q2 2024, buying an estimated $8.75K and bringing the position to 4,690 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Benjamin F. Edwards & Company first reported a position in BWFG in Q1 2023 and has held it in 6 quarters since. The position peaked at $135K in Q4 2023. 66 funds tracked by Wall St. Rank hold BWFG as of Q2 2024.

Benjamin F. Edwards & Company held 4,690 shares of Bankwell Financial Group worth $119K as of Q2 2024.
Benjamin F. Edwards & Company bought 360 Bankwell Financial Group shares in Q2 2024, an estimated $8.75K.
Bankwell Financial Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1059 holding.
Benjamin F. Edwards & Company first reported a position in Bankwell Financial Group in Q1 2023 and has held it in 6 quarters since.
Benjamin F. Edwards & Company's Bankwell Financial Group position peaked at $135K in Q4 2023.
66 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.