Focus Partners Wealth
BWFG icon

Focus Partners Wealth’s Bankwell Financial Group BWFG Stock Holding History

Focus Partners Wealth’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
2025
Q4 		– Sell
-17,144
Closed -$622K – 2673
2025
Q3 		$622K Buy
+17,144
New +$704K ﹤0.01% 1512

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Focus Partners Wealth's BWFG Position: Q4 2025 in Review

Focus Partners Wealth sold out of Bankwell Financial Group (BWFG) in Q4 2025, closing a stake of 17,144 shares — an estimated $622K sold.

Focus Partners Wealth first reported a position in BWFG in Q3 2025 and held it in 1 quarter. The position peaked at $622K in Q3 2025. 109 funds tracked by Wall St. Rank hold BWFG as of Q4 2025.

  • Focus Partners Wealth reported no remaining Bankwell Financial Group position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 17,144 Bankwell Financial Group shares in Q4 2025, an estimated $622K.
  • Focus Partners Wealth first reported a position in Bankwell Financial Group in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Bankwell Financial Group position peaked at $622K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.