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BWFG icon

Covestor’s Bankwell Financial Group BWFG Stock Holding History

Covestor’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
2025
Q2 		– Sell
-25
Closed -$1K – 2231
2025
Q1 		$1K Sell
25
-15
-38% -$456 ﹤0.01% 1931
2024
Q4 		$1K Sell
40
-42
-51% -$1.3K ﹤0.01% 1991
2024
Q3 		$2K Sell
82
-1
-1% -$27 ﹤0.01% 1793
2024
Q2 		$2K Buy
83
+19
+30% +$462 ﹤0.01% 1830
2024
Q1 		$2K Sell
64
-1
-2% -$27 ﹤0.01% 1832
2023
Q4 		$2K Sell
65
-29
-31% -$768 ﹤0.01% 1827
2023
Q3 		$2K Sell
94
-17
-15% -$442 ﹤0.01% 1794
2023
Q2 		$3K Sell
111
-52
-32% -$1.23K ﹤0.01% 1749
2023
Q1 		$4K Buy
163
+45
+38% +$1.3K ﹤0.01% 1590
2022
Q4 		$3K Buy
118
+113
+2,260% +$3.37K ﹤0.01% 1675
2022
Q3 		$0 Buy
+5
New +$159 ﹤0.01% 2018

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Covestor's BWFG Position: Q2 2025 in Review

Covestor sold out of Bankwell Financial Group (BWFG) in Q2 2025, closing a stake of 25 shares — an estimated $1K sold.

Covestor first reported a position in BWFG in Q3 2022 and held it in 11 quarters. The position peaked at $4K in Q1 2023. 84 funds tracked by Wall St. Rank hold BWFG as of Q2 2025.

  • Covestor reported no remaining Bankwell Financial Group position as of Q2 2025 after selling out during the quarter.
  • Covestor sold 25 Bankwell Financial Group shares in Q2 2025, an estimated $1K.
  • Covestor first reported a position in Bankwell Financial Group in Q3 2022 and held it in 11 quarters.
  • Covestor's Bankwell Financial Group position peaked at $4K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.