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JPL Wealth Management’s Bankwell Financial Group BWFG Stock Holding History

JPL Wealth Management’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 		$243 Buy
+5
New +$239 ﹤0.01% 1394

Other funds holding BWFG

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

JPL Wealth Management's BWFG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Bankwell Financial Group (BWFG) in Q1 2026: 5 shares worth $243. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings.

119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • JPL Wealth Management held 5 shares of Bankwell Financial Group worth $243 as of Q1 2026.
  • Bankwell Financial Group was a new JPL Wealth Management position in Q1 2026.
  • Bankwell Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1394 holding.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.