Creative Planning’s Bankwell Financial Group BWFG Stock Holding History

Creative Planning’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	$265K	Buy	+4,519	New	+$239K	﹤0.01%	3670

Other funds holding BWFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Creative Planning's BWFG Position: Q2 2026 in Review

Creative Planning opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 4,519 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #3670 among its holdings.

127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Creative Planning held 4,519 shares of Bankwell Financial Group worth $265K as of Q2 2026.
Bankwell Financial Group was a new Creative Planning position in Q2 2026.
Bankwell Financial Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3670 holding.
127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.