Capital Advisors Ltd’s Bankwell Financial Group BWFG Stock Holding History

Capital Advisors Ltd’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	$27K	Hold	458	–	–	﹤0.01%	624
2026 Q1	$22K	Hold	458	–	–	﹤0.01%	641
2025 Q4	$21K	Hold	458	–	–	﹤0.01%	640
2025 Q3	$20K	Hold	458	–	–	﹤0.01%	641
2025 Q2	$17K	Hold	458	–	–	﹤0.01%	663
2025 Q1	$14K	Hold	458	–	–	﹤0.01%	687
2024 Q4	$14K	Hold	458	–	–	﹤0.01%	697
2024 Q3	$14K	Hold	458	–	–	﹤0.01%	693
2024 Q2	$12K	Buy	458 +281	+159%	+$6.83K	﹤0.01%	705
2024 Q1	$5K	Hold	177	–	–	﹤0.01%	866
2023 Q4	$5K	Hold	177	–	–	﹤0.01%	819
2023 Q3	$4K	Hold	177	–	–	﹤0.01%	861
2023 Q2	$4K	Buy	177 +57	+48%	+$1.35K	﹤0.01%	869
2023 Q1	$3K	Buy	+120	New	+$3.47K	﹤0.01%	791

Other funds holding BWFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Advisors Ltd's BWFG Position: Q2 2026 in Review

Capital Advisors Ltd held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 458 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Capital Advisors Ltd first reported a position in BWFG in Q1 2023 and has held it in 14 quarters since. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Capital Advisors Ltd held 458 shares of Bankwell Financial Group worth $27K as of Q2 2026.
Capital Advisors Ltd left its Bankwell Financial Group share count unchanged in Q2 2026.
Bankwell Financial Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #624 holding.
Capital Advisors Ltd first reported a position in Bankwell Financial Group in Q1 2023 and has held it in 14 quarters since.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.