Clearstead Advisors
BWFG icon

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
2026
Q2 		$882 Buy
+15
New +$795 ﹤0.01% 2738
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

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Pacific Ridge Capital Partners
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American Century Companies
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State Street
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Two Sigma Investments
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Siena Capital Partners
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Clearstead Advisors's BWFG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 15 shares worth $882. The stake represents ﹤0.01% of the portfolio and ranks #2738 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BWFG as recently as Q3 2025.

Clearstead Advisors first reported a position in BWFG in Q2 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Clearstead Advisors held 15 shares of Bankwell Financial Group worth $882 as of Q2 2026.
  • Bankwell Financial Group was a new Clearstead Advisors position in Q2 2026.
  • Bankwell Financial Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2738 holding.
  • Clearstead Advisors first reported a position in Bankwell Financial Group in Q2 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.