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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
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

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

IFP Advisors's BWFG Position: Q2 2026 in Review

IFP Advisors increased its Bankwell Financial Group (BWFG) stake by 1,090% in Q2 2026, buying an estimated $5.78K and bringing the position to 119 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

IFP Advisors first reported a position in BWFG in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • IFP Advisors held 119 shares of Bankwell Financial Group worth $6.99K as of Q2 2026.
  • IFP Advisors bought 109 Bankwell Financial Group shares in Q2 2026, an estimated $5.78K.
  • Bankwell Financial Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3592 holding.
  • IFP Advisors first reported a position in Bankwell Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.