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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
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

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

Essential Partners's BWFG Position: Q2 2026 in Review

Essential Partners reduced its Bankwell Financial Group (BWFG) stake by 33% in Q2 2026, selling an estimated $1.38K and leaving 53 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Essential Partners first reported a position in BWFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.83K in Q1 2026. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Essential Partners held 53 shares of Bankwell Financial Group worth $3.11K as of Q2 2026.
  • Essential Partners sold 26 Bankwell Financial Group shares in Q2 2026, an estimated $1.38K.
  • Bankwell Financial Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1778 holding.
  • Essential Partners first reported a position in Bankwell Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Bankwell Financial Group position peaked at $3.83K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.