GAG
BWFG icon

GM Advisory Group’s Bankwell Financial Group BWFG Stock Holding History

GM Advisory Group’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
Q1 		$5.17M Buy
106,498
+439
+0.4% +$21K 0.2% 62
2025
Q4 		$4.86M Buy
106,059
+472
+0.4% +$21.3K 0.19% 62
2025
Q3 		$4.67M Buy
105,587
+521
+0.5% +$21.4K 0.2% 61
2025
Q2 		$3.79M Buy
105,066
+589
+0.6% +$19.6K 0.19% 63
2025
Q1 		$3.15M Buy
104,477
+14,119
+16% +$429K 0.17% 64
2024
Q4 		$2.81M Buy
90,358
+551
+0.6% +$17.1K 0.16% 66
2024
Q3 		$2.69M Buy
89,807
+653
+0.7% +$17.9K 0.16% 68
2024
Q2 		$2.26M Buy
89,154
+6,341
+8% +$154K 0.15% 72
2024
Q1 		$2.15M Buy
82,813
+640
+0.8% +$17.1K 0.15% 70
2023
Q4 		$2.48M Buy
+82,173
New +$2.18M 0.19% 56

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GM Advisory Group's BWFG Position: Q1 2026 in Review

GM Advisory Group increased its Bankwell Financial Group (BWFG) stake by 0.41% in Q1 2026, buying an estimated $21K and bringing the position to 106,498 shares worth $5.17M. The position accounts for 0.2% of the portfolio, ranked #62.

GM Advisory Group first reported a position in BWFG in Q4 2023 and has held it in 10 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • GM Advisory Group held 106,498 shares of Bankwell Financial Group worth $5.17M as of Q1 2026.
  • GM Advisory Group bought 439 Bankwell Financial Group shares in Q1 2026, an estimated $21K.
  • Bankwell Financial Group made up 0.2% of GM Advisory Group's portfolio in Q1 2026, its #62 holding.
  • GM Advisory Group first reported a position in Bankwell Financial Group in Q4 2023 and has held it in 10 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.