Commonwealth Equity Services’s Bankwell Financial Group BWFG Stock Holding History

Commonwealth Equity Services’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 Q3	$2.18M	Sell	33,677 -33,672	-50%	-$2.18M	﹤0.01%	1975
2026 Q2	$3.96M	Sell	67,349 -2,488	-4%	-$132K	0.01%	1591
2026 Q1	$3.39M	Buy	69,837 +216	+0.3%	+$10.3K	﹤0.01%	1612
2025 Q4	$3.19M	Sell	69,621 -1,101	-2%	-$49.7K	﹤0.01%	1640
2025 Q3	$3.13M	Buy	70,722 +258	+0.4%	+$10.6K	﹤0.01%	1678
2025 Q2	$2.54M	Buy	70,464 +8,097	+13%	+$269K	﹤0.01%	1810
2025 Q1	$1.88M	Buy	+62,367	New	+$1.89M	﹤0.01%	1952
2021 Q2	–	Sell	-11,759	Closed	-$316K	–	3532
2021 Q1	$316K	Buy	11,759 +68	+0.6%	+$1.57K	﹤0.01%	2717
2020 Q4	$228K	Buy	11,691 +90	+0.8%	+$1.57K	﹤0.01%	2806
2020 Q3	$164K	Buy	11,601 +102	+0.9%	+$1.58K	﹤0.01%	2787
2020 Q2	$182K	Sell	11,499 -1,754	-13%	-$26K	﹤0.01%	2633
2020 Q1	$202K	Buy	13,253 +55	+0.4%	+$1.39K	﹤0.01%	2388
2019 Q4	$380K	Buy	13,198 +50	+0.4%	+$1.43K	﹤0.01%	2117
2019 Q3	$361K	Buy	13,148 +56	+0.4%	+$1.53K	﹤0.01%	2078
2019 Q2	$375K	Buy	13,092 +48	+0.4%	+$1.41K	﹤0.01%	2024
2019 Q1	$380K	Buy	13,044 +46	+0.4%	+$1.35K	﹤0.01%	1973
2018 Q4	$373K	Buy	12,998 +45	+0.3%	+$1.32K	﹤0.01%	1862
2018 Q3	$406K	Buy	12,953 +42	+0.3%	+$1.34K	﹤0.01%	1933
2018 Q2	$415K	Buy	12,911 +43	+0.3%	+$1.36K	﹤0.01%	1885
2018 Q1	$415K	Buy	12,868 +40	+0.3%	+$1.33K	﹤0.01%	1838
2017 Q4	$441K	Buy	12,828 +22	+0.2%	+$778	﹤0.01%	1775
2017 Q3	$473K	Buy	12,806 +24	+0.2%	+$796	﹤0.01%	1649
2017 Q2	$399K	Buy	12,782 +5,498	+75%	+$185K	﹤0.01%	1716
2017 Q1	$250K	Sell	7,284 -8,324	-53%	-$263K	﹤0.01%	1994
2016 Q4	$507K	Buy	15,608 +33	+0.2%	+$903	﹤0.01%	1401
2016 Q3	$369K	Buy	15,575 +31	+0.2%	+$700	﹤0.01%	1570
2016 Q2	$343K	Buy	15,544 +32	+0.2%	+$672	﹤0.01%	1578
2016 Q1	$304K	Buy	15,512 +1,896	+14%	+$37.2K	﹤0.01%	1627
2015 Q4	$270K	Buy	13,616 +35	+0.3%	+$671	﹤0.01%	1674
2015 Q3	$248K	Hold	13,581	–	–	﹤0.01%	1684
2015 Q2	$242K	Hold	13,581	–	–	﹤0.01%	1788
2015 Q1	$262K	Buy	+13,581	New	+$264K	﹤0.01%	1724

Other funds holding BWFG

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services's BWFG Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Bankwell Financial Group (BWFG) stake by 50% in Q3 2026, selling an estimated $2.18M and leaving 33,677 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Commonwealth Equity Services first reported a position in BWFG in Q1 2015 and has held it in 32 quarters since. The position peaked at $3.96M in Q2 2026. 30 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

Commonwealth Equity Services held 33,677 shares of Bankwell Financial Group worth $2.18M as of Q3 2026.
Commonwealth Equity Services sold 33,672 Bankwell Financial Group shares in Q3 2026, an estimated $2.18M.
Bankwell Financial Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1975 holding.
Commonwealth Equity Services first reported a position in Bankwell Financial Group in Q1 2015 and has held it in 32 quarters since.
Commonwealth Equity Services's Bankwell Financial Group position peaked at $3.96M in Q2 2026.
30 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.