Kestra Private Wealth Services’s Bankwell Financial Group BWFG Stock Holding History

Kestra Private Wealth Services’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	$291K	Buy	4,959 +15	+0.3%	+$795	﹤0.01%	1505
2026 Q1	$240K	Sell	4,944 -14	-0.3%	-$668	﹤0.01%	1557
2025 Q4	$227K	Sell	4,958 -2,254	-31%	-$102K	﹤0.01%	1552
2025 Q3	$319K	Buy	7,212 +30	+0.4%	+$1.23K	﹤0.01%	1328
2025 Q2	$259K	Sell	7,182 -3	-0%	-$100	﹤0.01%	1372
2025 Q1	$217K	Buy	+7,185	New	+$218K	﹤0.01%	1354

Other funds holding BWFG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kestra Private Wealth Services's BWFG Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Bankwell Financial Group (BWFG) stake by 0.3% in Q2 2026, buying an estimated $795 and bringing the position to 4,959 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Kestra Private Wealth Services first reported a position in BWFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $319K in Q3 2025. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Kestra Private Wealth Services held 4,959 shares of Bankwell Financial Group worth $291K as of Q2 2026.
Kestra Private Wealth Services bought 15 Bankwell Financial Group shares in Q2 2026, an estimated $795.
Bankwell Financial Group made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1505 holding.
Kestra Private Wealth Services first reported a position in Bankwell Financial Group in Q1 2025 and has held it in 6 quarters since.
Kestra Private Wealth Services's Bankwell Financial Group position peaked at $319K in Q3 2025.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.