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EA Series Trust’s Bankwell Financial Group BWFG Stock Holding History

EA Series Trust’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
2023
Q2 		$336K Buy
+13,769
New +$327K 0.01% 925

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EA Series Trust's BWFG Position: Q2 2023 in Review

EA Series Trust opened a new position in Bankwell Financial Group (BWFG) in Q2 2023: 13,769 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #925 among its holdings.

68 funds tracked by Wall St. Rank hold BWFG as of Q2 2023.

  • EA Series Trust held 13,769 shares of Bankwell Financial Group worth $336K as of Q2 2023.
  • Bankwell Financial Group was a new EA Series Trust position in Q2 2023.
  • Bankwell Financial Group made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #925 holding.
  • 68 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.