MassMutual Private Wealth & Trust’s Bankwell Financial Group BWFG Stock Holding History

MassMutual Private Wealth & Trust’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	$2.53K	Buy	43 +21	+95%	+$1.11K	﹤0.01%	1933
2026 Q1	$1.07K	Hold	22	–	–	﹤0.01%	2122
2025 Q4	$1.01K	Hold	22	–	–	﹤0.01%	2141
2025 Q3	$974	Hold	22	–	–	﹤0.01%	2148
2025 Q2	$793	Hold	22	–	–	﹤0.01%	2162
2025 Q1	$664	Hold	22	–	–	﹤0.01%	2199
2024 Q4	$685	Hold	22	–	–	﹤0.01%	2101
2024 Q3	$659	Hold	22	–	–	﹤0.01%	1939
2024 Q2	$558	Hold	22	–	–	﹤0.01%	1940
2024 Q1	$571	Hold	22	–	–	﹤0.01%	1841
2023 Q4	$664	Hold	22	–	–	﹤0.01%	1759
2023 Q3	$534	Hold	22	–	–	﹤0.01%	1806
2023 Q2	$536	Hold	22	–	–	﹤0.01%	1764
2023 Q1	$547	Hold	22	–	–	﹤0.01%	1666
2022 Q4	$1K	Hold	22	–	–	﹤0.01%	1407
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	1375
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	1264
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	1272
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	1181
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	1140
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	1103
2021 Q1	$1K	Buy	+22	New	+$507	﹤0.01%	938

Other funds holding BWFG

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

MassMutual Private Wealth & Trust's BWFG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Bankwell Financial Group (BWFG) stake by 95% in Q2 2026, buying an estimated $1.11K and bringing the position to 43 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

MassMutual Private Wealth & Trust first reported a position in BWFG in Q1 2021 and has held it in 22 quarters since. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

MassMutual Private Wealth & Trust held 43 shares of Bankwell Financial Group worth $2.53K as of Q2 2026.
MassMutual Private Wealth & Trust bought 21 Bankwell Financial Group shares in Q2 2026, an estimated $1.11K.
Bankwell Financial Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1933 holding.
MassMutual Private Wealth & Trust first reported a position in Bankwell Financial Group in Q1 2021 and has held it in 22 quarters since.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.