Essential Partners
BWFG icon

Essential Partners’s Bankwell Financial Group BWFG Stock Holding History

Essential Partners’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
Q3 		$3.43K Hold
53
– – ﹤0.01% 1683
2026
Q2 		$3.11K Sell
53
-26
-33% -$1.38K ﹤0.01% 1778
2026
Q1 		$3.83K Hold
79
– – ﹤0.01% 1710
2025
Q4 		$3.62K Buy
79
+10
+14% +$452 ﹤0.01% 1564
2025
Q3 		$3.05K Buy
69
+52
+306% +$2.13K ﹤0.01% 1629
2025
Q2 		$613 Buy
+17
New +$565 ﹤0.01% 1645

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Daytona Street Capital
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State of Alaska Department of Revenue
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners's BWFG Position: Q3 2026 in Review

Essential Partners held its Bankwell Financial Group (BWFG) position steady in Q3 2026 at 53 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Essential Partners first reported a position in BWFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.83K in Q1 2026. 13 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

  • Essential Partners held 53 shares of Bankwell Financial Group worth $3.43K as of Q3 2026.
  • Essential Partners left its Bankwell Financial Group share count unchanged in Q3 2026.
  • Bankwell Financial Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1683 holding.
  • Essential Partners first reported a position in Bankwell Financial Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Bankwell Financial Group position peaked at $3.83K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.