Janney Montgomery Scott’s Bankwell Financial Group BWFG Stock Holding History

Janney Montgomery Scott’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	$264K	Buy	+4,500	New	+$238K	﹤0.01%	2825
2022 Q4	–	Sell	-9,093	Closed	-$265K	–	2571
2022 Q3	$265K	Buy	+9,093	New	+$289K	﹤0.01%	2097
2019 Q3	–	Sell	-18,501	Closed	-$531K	–	2049
2019 Q2	$531K	Buy	18,501 +9,251	+100%	+$271K	﹤0.01%	1398
2019 Q1	$270K	Hold	9,250	–	–	﹤0.01%	1715
2018 Q4	$266K	Buy	+9,250	New	+$272K	﹤0.01%	1634
2018 Q1	–	Sell	-18,501	Closed	-$635K	–	1941
2017 Q4	$635K	Buy	+18,501	New	+$654K	0.01%	1185
2015 Q4	–	Sell	-19,049	Closed	-$348K	–	1374
2015 Q3	$348K	Hold	19,049	–	–	0.01%	995
2015 Q2	$340K	Hold	19,049	–	–	0.01%	1419
2015 Q1	$367K	Hold	19,049	–	–	0.01%	1605
2014 Q4	$400K	Buy	+19,049	New	+$369K	0.01%	1471

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

Janney Montgomery Scott's BWFG Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 4,500 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #2825 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in BWFG as recently as Q3 2022.

Janney Montgomery Scott first reported a position in BWFG in Q4 2014 and has held it in 10 quarters since. The position peaked at $635K in Q4 2017. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Janney Montgomery Scott held 4,500 shares of Bankwell Financial Group worth $264K as of Q2 2026.
Bankwell Financial Group was a new Janney Montgomery Scott position in Q2 2026.
Bankwell Financial Group made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2825 holding.
Janney Montgomery Scott first reported a position in Bankwell Financial Group in Q4 2014 and has held it in 10 quarters since.
Janney Montgomery Scott's Bankwell Financial Group position peaked at $635K in Q4 2017.
127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.