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Coldstream Capital Management’s Bankwell Financial Group BWFG Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-68
Closed -$2.05K – 1454
2025
Q1 		$2.05K Buy
+68
New +$2.06K ﹤0.01% 2993

Other funds holding BWFG

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coldstream Capital Management's BWFG Position: Q2 2025 in Review

Coldstream Capital Management sold out of Bankwell Financial Group (BWFG) in Q2 2025, closing a stake of 68 shares — an estimated $2.05K sold.

Coldstream Capital Management first reported a position in BWFG in Q1 2025 and held it in 1 quarter. The position peaked at $2.05K in Q1 2025. 84 funds tracked by Wall St. Rank hold BWFG as of Q2 2025.

  • Coldstream Capital Management reported no remaining Bankwell Financial Group position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 68 Bankwell Financial Group shares in Q2 2025, an estimated $2.05K.
  • Coldstream Capital Management first reported a position in Bankwell Financial Group in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Bankwell Financial Group position peaked at $2.05K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.