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 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%	+$1.33K	﹤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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Commonwealth Equity Services's BWFG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Bankwell Financial Group (BWFG) stake by 3.6% in Q2 2026, selling an estimated $132K and leaving 67,349 shares worth $3.96M. The position accounts for 0.01% of the portfolio, ranked #1591.

Commonwealth Equity Services first reported a position in BWFG in Q1 2015 and has held it in 31 quarters since. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Commonwealth Equity Services held 67,349 shares of Bankwell Financial Group worth $3.96M as of Q2 2026.
Commonwealth Equity Services sold 2,488 Bankwell Financial Group shares in Q2 2026, an estimated $132K.
Bankwell Financial Group made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1591 holding.
Commonwealth Equity Services first reported a position in Bankwell Financial Group in Q1 2015 and has held it in 31 quarters since.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.