Carson Wealth (CWM LLC)
BWFG icon

Carson Wealth (CWM LLC)’s Bankwell Financial Group BWFG Stock Holding History

Carson Wealth (CWM LLC)’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 		$92.9K Buy
1,914
+669
+54% +$31.9K ﹤0.01% 3341
2025
Q4 		$57K Buy
1,245
+204
+20% +$9.21K ﹤0.01% 3496
2025
Q3 		$46K Buy
1,041
+435
+72% +$17.9K ﹤0.01% 3596
2025
Q2 		$22K Buy
606
+149
+33% +$4.96K ﹤0.01% 3838
2025
Q1 		$14K Buy
457
+214
+88% +$6.5K ﹤0.01% 3905
2024
Q4 		$8K Buy
243
+1
+0.4% +$31 ﹤0.01% 3976
2024
Q3 		$7K Buy
242
+84
+53% +$2.3K ﹤0.01% 3922
2024
Q2 		$4K Buy
158
+89
+129% +$2.16K ﹤0.01% 3934
2024
Q1 		$2K Buy
69
+2
+3% +$53 ﹤0.01% 3943
2023
Q4 		$2K Buy
67
+11
+20% +$291 ﹤0.01% 3784
2023
Q3 		$1K Buy
+56
New +$1.46K ﹤0.01% 3935

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

Carson Wealth (CWM LLC)'s BWFG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bankwell Financial Group (BWFG) stake by 54% in Q1 2026, buying an estimated $31.9K and bringing the position to 1,914 shares worth $92.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

Carson Wealth (CWM LLC) first reported a position in BWFG in Q3 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,914 shares of Bankwell Financial Group worth $92.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 669 Bankwell Financial Group shares in Q1 2026, an estimated $31.9K.
  • Bankwell Financial Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3341 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bankwell Financial Group in Q3 2023 and has held it in 11 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.