EverSource Wealth Advisors’s Bankwell Financial Group BWFG Stock Holding History

EverSource Wealth Advisors’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	$1.82K	Buy	31 +18	+138%	+$954	﹤0.01%	3758
2026 Q1	$631	Buy	13 +7	+117%	+$334	﹤0.01%	4002
2025 Q4	$275	Buy	6 +2	+50%	+$90	﹤0.01%	3985
2025 Q3	$177	Buy	4 +1	+33%	+$41	﹤0.01%	4127
2025 Q2	$108	Sell	3 -2	-40%	-$67	﹤0.01%	4120
2025 Q1	$151	Buy	+5	New	+$152	﹤0.01%	3750

Other funds holding BWFG

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

KPWS

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

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EverSource Wealth Advisors's BWFG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Bankwell Financial Group (BWFG) stake by 138% in Q2 2026, buying an estimated $954 and bringing the position to 31 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3758.

EverSource Wealth Advisors first reported a position in BWFG in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

EverSource Wealth Advisors held 31 shares of Bankwell Financial Group worth $1.82K as of Q2 2026.
EverSource Wealth Advisors bought 18 Bankwell Financial Group shares in Q2 2026, an estimated $954.
Bankwell Financial Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3758 holding.
EverSource Wealth Advisors first reported a position in Bankwell Financial Group in Q1 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.