Jones Financial Companies
BWFG icon

Jones Financial Companies’s Bankwell Financial Group BWFG Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-200
Closed -$9.16K – 4750
2025
Q4 		$9.16K Hold
200
– – ﹤0.01% 3259
2025
Q3 		$9.16K Hold
200
– – ﹤0.01% 3116
2025
Q2 		$7.24K Hold
200
– – ﹤0.01% 2992
2025
Q1 		$6.03K Hold
200
– – ﹤0.01% 2894
2024
Q4 		$6.23K Hold
200
– – ﹤0.01% 2690
2024
Q3 		$5.98K Buy
+200
New +$5.47K ﹤0.01% 2398

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PRCP
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Acadian Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
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GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Jones Financial Companies's BWFG Position: Q1 2026 in Review

Jones Financial Companies sold out of Bankwell Financial Group (BWFG) in Q1 2026, closing a stake of 200 shares — an estimated $9.16K sold.

Jones Financial Companies first reported a position in BWFG in Q3 2024 and held it in 6 quarters. The position peaked at $9.16K in Q4 2025. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Jones Financial Companies reported no remaining Bankwell Financial Group position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 200 Bankwell Financial Group shares in Q1 2026, an estimated $9.16K.
  • Jones Financial Companies first reported a position in Bankwell Financial Group in Q3 2024 and held it in 6 quarters.
  • Jones Financial Companies's Bankwell Financial Group position peaked at $9.16K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.