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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
2026
Q2 		$1K Buy
+9
New +$477 ﹤0.01% 2066
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 $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

Covestor's BWFG Position: Q2 2026 in Review

Covestor opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 9 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2066 among its holdings. This is a return to the name: Covestor previously reported a position in BWFG as recently as Q1 2025.

Covestor first reported a position in BWFG in Q3 2022 and has held it in 12 quarters since. The position peaked at $4K in Q1 2023. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Covestor held 9 shares of Bankwell Financial Group worth $1K as of Q2 2026.
  • Bankwell Financial Group was a new Covestor position in Q2 2026.
  • Bankwell Financial Group made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2066 holding.
  • Covestor first reported a position in Bankwell Financial Group in Q3 2022 and has held it in 12 quarters since.
  • Covestor's Bankwell Financial Group position peaked at $4K in Q1 2023.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.