FFA
BWFG icon

Farther Finance Advisors’s Bankwell Financial Group BWFG Stock Holding History

Farther Finance 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 		$2.54K Buy
43
+5
+13% +$265 ﹤0.01% 5085
2026
Q1 		$1.87K Buy
38
+4
+12% +$191 ﹤0.01% 4920
2025
Q4 		$1.56K Buy
+34
New +$1.53K ﹤0.01% 4783

Other funds holding BWFG

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Farther Finance Advisors's BWFG Position: Q2 2026 in Review

Farther Finance Advisors increased its Bankwell Financial Group (BWFG) stake by 13% in Q2 2026, buying an estimated $265 and bringing the position to 43 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #5085.

Farther Finance Advisors first reported a position in BWFG in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Farther Finance Advisors held 43 shares of Bankwell Financial Group worth $2.54K as of Q2 2026.
  • Farther Finance Advisors bought 5 Bankwell Financial Group shares in Q2 2026, an estimated $265.
  • Bankwell Financial Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5085 holding.
  • Farther Finance Advisors first reported a position in Bankwell Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.