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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
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: Q2 2026 in Review

Root Financial Partners sold out of Bankwell Financial Group (BWFG) in Q2 2026, closing a stake of 26 shares — an estimated $1.26K sold.

Root Financial Partners first reported a position in BWFG in Q1 2026 and held it in 1 quarter. The position peaked at $1.26K in Q1 2026. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Root Financial Partners reported no remaining Bankwell Financial Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 Bankwell Financial Group shares in Q2 2026, an estimated $1.26K.
  • Root Financial Partners first reported a position in Bankwell Financial Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Bankwell Financial Group position peaked at $1.26K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.