Raymond James Financial
BWFG icon

Raymond James Financial’s Bankwell Financial Group BWFG Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-1,740
Closed -$62.7K – 5230
2025
Q2 		$62.7K Buy
+1,740
New +$57.9K ﹤0.01% 5091

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial's BWFG Position: Q3 2025 in Review

Raymond James Financial sold out of Bankwell Financial Group (BWFG) in Q3 2025, closing a stake of 1,740 shares — an estimated $62.7K sold.

Raymond James Financial first reported a position in BWFG in Q2 2025 and held it in 1 quarter. The position peaked at $62.7K in Q2 2025. 98 funds tracked by Wall St. Rank hold BWFG as of Q3 2025.

  • Raymond James Financial reported no remaining Bankwell Financial Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,740 Bankwell Financial Group shares in Q3 2025, an estimated $62.7K.
  • Raymond James Financial first reported a position in Bankwell Financial Group in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Bankwell Financial Group position peaked at $62.7K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.