Innovative Asset Advisors Group’s Bankwell Financial Group BWFG Stock Holding History

Innovative Asset Advisors 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 Q2	$1.58M	Buy	+26,901	New	+$1.43M	0.69%	29

Other funds holding BWFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Innovative Asset Advisors Group's BWFG Position: Q2 2026 in Review

Innovative Asset Advisors Group opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 26,901 shares worth $1.58M. The stake represents 0.69% of the portfolio and ranks #29 among its holdings.

40 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Innovative Asset Advisors Group held 26,901 shares of Bankwell Financial Group worth $1.58M as of Q2 2026.
Bankwell Financial Group was a new Innovative Asset Advisors Group position in Q2 2026.
Bankwell Financial Group made up 0.69% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #29 holding.
40 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.