Cornerstone Planning Group’s Bankwell Financial Group BWFG Stock Holding History

Cornerstone Planning Group’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	$1.01K	Hold	17	–	–	﹤0.01%	1497
2026 Q1	$885	Hold	17	–	–	﹤0.01%	1501
2025 Q4	$799	Hold	17	–	–	﹤0.01%	1397
2025 Q3	$736	Hold	17	–	–	﹤0.01%	1389
2025 Q2	$673	Hold	17	–	–	﹤0.01%	1214
2025 Q1	$517	Hold	17	–	–	﹤0.01%	1293
2024 Q4	$517	Hold	17	–	–	﹤0.01%	1124
2024 Q3	$490	Hold	17	–	–	﹤0.01%	1091
2024 Q2	$426	Buy	+17	New	+$413	﹤0.01%	1098

Other funds holding BWFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cornerstone Planning Group's BWFG Position: Q2 2026 in Review

Cornerstone Planning Group held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 17 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Cornerstone Planning Group first reported a position in BWFG in Q2 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Cornerstone Planning Group held 17 shares of Bankwell Financial Group worth $1.01K as of Q2 2026.
Cornerstone Planning Group left its Bankwell Financial Group share count unchanged in Q2 2026.
Bankwell Financial Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1497 holding.
Cornerstone Planning Group first reported a position in Bankwell Financial Group in Q2 2024 and has held it in 9 quarters since.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.