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GAMMA Investing’s Bankwell Financial Group BWFG Stock Holding History

GAMMA Investing’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 		$3.7K Hold
63
– – ﹤0.01% 3594
2026
Q1 		$3.06K Buy
63
+24
+62% +$1.15K ﹤0.01% 3544
2025
Q4 		$1.79K Buy
39
+1
+3% +$45 ﹤0.01% 3637
2025
Q3 		$1.68K Buy
38
+17
+81% +$698 ﹤0.01% 3497
2025
Q2 		$757 Sell
21
-15
-42% -$499 ﹤0.01% 3589
2025
Q1 		$1.09K Buy
36
+1
+3% +$30 ﹤0.01% 3542
2024
Q4 		$1.09K Buy
35
+14
+67% +$434 ﹤0.01% 3402
2024
Q3 		$629 Hold
21
– – ﹤0.01% 3357
2024
Q2 		$533 Sell
21
-21
-50% -$511 ﹤0.01% 3200
2024
Q1 		$1.09K Buy
42
+21
+100% +$560 ﹤0.01% 2923
2023
Q4 		$583 Buy
+21
New +$556 ﹤0.01% 2926

Other funds holding BWFG

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

GAMMA Investing's BWFG Position: Q2 2026 in Review

GAMMA Investing held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 63 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

GAMMA Investing 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.

  • GAMMA Investing held 63 shares of Bankwell Financial Group worth $3.7K as of Q2 2026.
  • GAMMA Investing left its Bankwell Financial Group share count unchanged in Q2 2026.
  • Bankwell Financial Group made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3594 holding.
  • GAMMA Investing 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 GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.