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Clearstead Advisors’s Bankwell Financial Group BWFG Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-8
Closed -$354 – 2815
2025
Q3 		$354 Hold
8
– – ﹤0.01% 2785
2025
Q2 		$289 Buy
+8
New +$266 ﹤0.01% 2543

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Clearstead Advisors's BWFG Position: Q4 2025 in Review

Clearstead Advisors sold out of Bankwell Financial Group (BWFG) in Q4 2025, closing a stake of 8 shares — an estimated $354 sold.

Clearstead Advisors first reported a position in BWFG in Q2 2025 and held it in 2 quarters. The position peaked at $354 in Q3 2025. 109 funds tracked by Wall St. Rank hold BWFG as of Q4 2025.

  • Clearstead Advisors reported no remaining Bankwell Financial Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 8 Bankwell Financial Group shares in Q4 2025, an estimated $354.
  • Clearstead Advisors first reported a position in Bankwell Financial Group in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Bankwell Financial Group position peaked at $354 in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.