GAMMA Investing
BWFG icon

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
Q3 		$4.47K Buy
69
+6
+10% +$388 ﹤0.01% 3700
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

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing's BWFG Position: Q3 2026 in Review

GAMMA Investing increased its Bankwell Financial Group (BWFG) stake by 9.5% in Q3 2026, buying an estimated $388 and bringing the position to 69 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

GAMMA Investing first reported a position in BWFG in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

  • GAMMA Investing held 69 shares of Bankwell Financial Group worth $4.47K as of Q3 2026.
  • GAMMA Investing bought 6 Bankwell Financial Group shares in Q3 2026, an estimated $388.
  • Bankwell Financial Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3700 holding.
  • GAMMA Investing first reported a position in Bankwell Financial Group in Q4 2023 and has held it in 12 quarters since.
  • 19 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.