Daytona Street Capital’s Bankwell Financial Group BWFG Stock Holding History

Daytona Street Capital’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	$289K	Hold	5,000	–	–	0.21%	105
2026 Q1	$247K	Hold	5,000	–	–	0.19%	106
2025 Q4	$229K	Buy	+5,000	New	+$226K	0.18%	103

Other funds holding BWFG

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

IAAG

Innovative Asset Advisors Group Shelton, Connecticut $229M AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Daytona Street Capital's BWFG Position: Q2 2026 in Review

Daytona Street Capital held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 5,000 shares worth $289K. The position accounts for 0.21% of the portfolio, ranked #105.

Daytona Street Capital first reported a position in BWFG in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Daytona Street Capital held 5,000 shares of Bankwell Financial Group worth $289K as of Q2 2026.
Daytona Street Capital left its Bankwell Financial Group share count unchanged in Q2 2026.
Bankwell Financial Group made up 0.21% of Daytona Street Capital's portfolio in Q2 2026, its #105 holding.
Daytona Street Capital first reported a position in Bankwell Financial Group in Q4 2025 and has held it in 3 quarters since.
34 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.