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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
Q2 		$294 Hold
5
– – ﹤0.01% 1471
2026
Q1 		$243 Buy
+5
New +$239 ﹤0.01% 1394

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
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

JPL Wealth Management's BWFG Position: Q2 2026 in Review

JPL Wealth Management held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 5 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

JPL Wealth Management first reported a position in BWFG in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • JPL Wealth Management held 5 shares of Bankwell Financial Group worth $294 as of Q2 2026.
  • JPL Wealth Management left its Bankwell Financial Group share count unchanged in Q2 2026.
  • Bankwell Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1471 holding.
  • JPL Wealth Management first reported a position in Bankwell Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.