Integrated Wealth Concepts’s Bankwell Financial Group BWFG Stock Holding History

Integrated Wealth Concepts’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	$21.8K	Buy	+371	New	+$19.7K	﹤0.01%	4015

Other funds holding BWFG

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Integrated Wealth Concepts's BWFG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 371 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #4015 among its holdings.

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

Integrated Wealth Concepts held 371 shares of Bankwell Financial Group worth $21.8K as of Q2 2026.
Bankwell Financial Group was a new Integrated Wealth Concepts position in Q2 2026.
Bankwell Financial Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4015 holding.
127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.