Corient Private Wealth
BWFG icon

Corient Private Wealth’s Bankwell Financial Group BWFG Stock Holding History

Corient Private Wealth’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
Q1 		$1.06M Sell
21,903
-21,903
-50% -$1.05M ﹤0.01% 1635
2025
Q4 		$2.01M Buy
43,806
+21,903
+100% +$989K ﹤0.01% 1530
2025
Q3 		$969K Buy
+21,903
New +$899K ﹤0.01% 1442

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Corient Private Wealth's BWFG Position: Q1 2026 in Review

Corient Private Wealth reduced its Bankwell Financial Group (BWFG) stake by 50% in Q1 2026, selling an estimated $1.05M and leaving 21,903 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Corient Private Wealth first reported a position in BWFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Corient Private Wealth held 21,903 shares of Bankwell Financial Group worth $1.06M as of Q1 2026.
  • Corient Private Wealth sold 21,903 Bankwell Financial Group shares in Q1 2026, an estimated $1.05M.
  • Bankwell Financial Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1635 holding.
  • Corient Private Wealth first reported a position in Bankwell Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Bankwell Financial Group position peaked at $2.01M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.