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
Q2 		$1.31M Buy
22,223
+320
+1% +$17K ﹤0.01% 1643
2026
Q1 		$1.06M Hold
21,903
– – ﹤0.01% 1635
2025
Q4 		$1M Hold
21,903
– – ﹤0.01% 1510
2025
Q3 		$969K Buy
+21,903
New +$899K ﹤0.01% 1442

Other funds holding BWFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Corient Private Wealth's BWFG Position: Q2 2026 in Review

Corient Private Wealth increased its Bankwell Financial Group (BWFG) stake by 1.5% in Q2 2026, buying an estimated $17K and bringing the position to 22,223 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Corient Private Wealth first reported a position in BWFG in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Corient Private Wealth held 22,223 shares of Bankwell Financial Group worth $1.31M as of Q2 2026.
  • Corient Private Wealth bought 320 Bankwell Financial Group shares in Q2 2026, an estimated $17K.
  • Bankwell Financial Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1643 holding.
  • Corient Private Wealth first reported a position in Bankwell Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.