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BWFG icon

Northeast Financial Consultants’s Bankwell Financial Group BWFG Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$789K Hold
21,903
– – 0.03% 171
2025
Q1 		$661K Hold
21,903
– – 0.03% 177
2024
Q4 		$682K Buy
+21,903
New +$679K 0.03% 174

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Northeast Financial Consultants's BWFG Position: Q2 2025 in Review

Northeast Financial Consultants held its Bankwell Financial Group (BWFG) position steady in Q2 2025 at 21,903 shares worth $789K. The position accounts for 0.03% of the portfolio, ranked #171.

Northeast Financial Consultants first reported a position in BWFG in Q4 2024 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold BWFG as of Q2 2025.

  • Northeast Financial Consultants held 21,903 shares of Bankwell Financial Group worth $789K as of Q2 2025.
  • Northeast Financial Consultants left its Bankwell Financial Group share count unchanged in Q2 2025.
  • Bankwell Financial Group made up 0.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #171 holding.
  • Northeast Financial Consultants first reported a position in Bankwell Financial Group in Q4 2024 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.