Fortitude Family Office’s Bankwell Financial Group BWFG Stock Holding History

Fortitude Family Office’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	$2.58K	Buy	44 +2	+5%	+$106	﹤0.01%	1384
2026 Q1	$2.04K	Sell	42 -1	-2%	-$48	﹤0.01%	1279
2025 Q4	$1.97K	Hold	43	–	–	﹤0.01%	1188
2025 Q3	$1.9K	Sell	43 -2	-4%	-$82	﹤0.01%	1237
2025 Q2	$1.62K	Hold	45	–	–	﹤0.01%	1297
2025 Q1	$1.36K	Hold	45	–	–	﹤0.01%	978
2024 Q4	$1.4K	Hold	45	–	–	﹤0.01%	1081
2024 Q3	$1.35K	Hold	45	–	–	﹤0.01%	1060
2024 Q2	$1.14K	Hold	45	–	–	﹤0.01%	870
2024 Q1	$1.17K	Hold	45	–	–	﹤0.01%	894
2023 Q4	$1.36K	Buy	+45	New	+$1.19K	﹤0.01%	912

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

Fortitude Family Office's BWFG Position: Q2 2026 in Review

Fortitude Family Office increased its Bankwell Financial Group (BWFG) stake by 4.8% in Q2 2026, buying an estimated $106 and bringing the position to 44 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Fortitude Family Office first reported a position in BWFG in Q4 2023 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Fortitude Family Office held 44 shares of Bankwell Financial Group worth $2.58K as of Q2 2026.
Fortitude Family Office bought 2 Bankwell Financial Group shares in Q2 2026, an estimated $106.
Bankwell Financial Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1384 holding.
Fortitude Family Office first reported a position in Bankwell Financial Group in Q4 2023 and has held it in 11 quarters since.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.