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Key Financial Inc’s Bankwell Financial Group BWFG Stock Holding History

Key Financial Inc’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 		$170K Hold
2,900
– – 0.03% 329
2026
Q1 		$141K Hold
2,900
– – 0.03% 349
2025
Q4 		$133K Hold
2,900
– – 0.02% 350
2025
Q3 		$126K Hold
2,900
– – 0.02% 355
2025
Q2 		$104K Hold
2,900
– – 0.02% 373
2025
Q1 		$87.5K Hold
2,900
– – 0.02% 384
2024
Q4 		$90.3K Hold
2,900
– – 0.02% 375
2024
Q3 		$86.9K Hold
2,900
– – 0.02% 373
2024
Q2 		$73.6K Hold
2,900
– – 0.02% 387
2024
Q1 		$75.2K Hold
2,900
– – 0.02% 372
2023
Q4 		$87.5K Hold
2,900
– – 0.02% 331
2023
Q3 		$70.4K Hold
2,900
– – 0.02% 347
2023
Q2 		$70.7K Hold
2,900
– – 0.02% 357
2023
Q1 		$72.1K Hold
2,900
– – 0.03% 341
2022
Q4 		$84.4K Hold
2,900
– – 0.04% 274
2022
Q3 		$84K Hold
2,900
– – 0.04% 277
2022
Q2 		$91K Hold
2,900
– – 0.05% 257
2022
Q1 		$98K Hold
2,900
– – 0.05% 251
2021
Q4 		$95K Hold
2,900
– – 0.05% 242
2021
Q3 		$85K Hold
2,900
– – 0.05% 244
2021
Q2 		$84K Hold
2,900
– – 0.05% 255
2021
Q1 		$78K Hold
2,900
– – 0.05% 216
2020
Q4 		$57K Buy
+2,900
New +$50.4K 0.04% 231
2020
Q2 		– Sell
-2,900
Closed -$46K – 166
2020
Q1 		$46K Buy
+2,900
New +$73.1K 0.05% 226

Other funds holding BWFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
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

Key Financial Inc's BWFG Position: Q2 2026 in Review

Key Financial Inc held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 2,900 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #329.

Key Financial Inc first reported a position in BWFG in Q1 2020 and has held it in 24 quarters since. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Key Financial Inc held 2,900 shares of Bankwell Financial Group worth $170K as of Q2 2026.
  • Key Financial Inc left its Bankwell Financial Group share count unchanged in Q2 2026.
  • Bankwell Financial Group made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #329 holding.
  • Key Financial Inc first reported a position in Bankwell Financial Group in Q1 2020 and has held it in 24 quarters since.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.