Root Financial Partners
BWFG icon

Root Financial Partners’s Bankwell Financial Group BWFG Stock Holding History

Root Financial Partners’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
Q3 		$2.98K Buy
+46
New +$2.98K ﹤0.01% 2453
2026
Q2 		– Sell
-26
Closed -$1.26K – 833
2026
Q1 		$1.26K Buy
+26
New +$1.24K ﹤0.01% 2510

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Root Financial Partners's BWFG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bankwell Financial Group (BWFG) in Q3 2026: 46 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #2453 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BWFG as recently as Q1 2026.

Root Financial Partners first reported a position in BWFG in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

  • Root Financial Partners held 46 shares of Bankwell Financial Group worth $2.98K as of Q3 2026.
  • Bankwell Financial Group was a new Root Financial Partners position in Q3 2026.
  • Bankwell Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2453 holding.
  • Root Financial Partners first reported a position in Bankwell Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.