IFP Advisors
BWFG icon

IFP Advisors’s Bankwell Financial Group BWFG Stock Holding History

IFP Advisors’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 		$7.71K Hold
119
– – ﹤0.01% 3565
2026
Q2 		$6.99K Buy
119
+109
+1,090% +$5.78K ﹤0.01% 3592
2026
Q1 		$485 Hold
10
– – ﹤0.01% 4427
2025
Q4 		$458 Buy
10
+6
+150% +$271 ﹤0.01% 4304
2025
Q3 		$177 Buy
4
+3
+300% +$123 ﹤0.01% 4418
2025
Q2 		$108 Buy
+1
New +$33 ﹤0.01% 4722

Other funds holding BWFG

SummerHaven Investment Management
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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
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
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors's BWFG Position: Q3 2026 in Review

IFP Advisors held its Bankwell Financial Group (BWFG) position steady in Q3 2026 at 119 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3565.

IFP Advisors first reported a position in BWFG in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

  • IFP Advisors held 119 shares of Bankwell Financial Group worth $7.71K as of Q3 2026.
  • IFP Advisors left its Bankwell Financial Group share count unchanged in Q3 2026.
  • Bankwell Financial Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3565 holding.
  • IFP Advisors first reported a position in Bankwell Financial Group in Q2 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.