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SeaCrest Wealth Management’s Bankwell Financial Group BWFG Stock Holding History

SeaCrest Wealth Management’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
-25,118
Closed -$905K – 636
2025
Q2 		$905K Hold
25,118
– – 0.1% 190
2025
Q1 		$758K Buy
25,118
+5,077
+25% +$154K 0.09% 230
2024
Q4 		$624K Buy
+20,041
New +$621K 0.07% 285
2024
Q1 		– Sell
-16,876
Closed -$493K – 614
2023
Q4 		$493K Hold
16,876
– – 0.06% 314
2023
Q3 		$410K Hold
16,876
– – 0.05% 356
2023
Q2 		$411K Sell
16,876
-150
-0.9% -$3.56K 0.05% 373
2023
Q1 		$423K Buy
17,026
+1,500
+10% +$43.3K 0.06% 371
2022
Q4 		$457K Hold
15,526
– – 0.07% 344
2022
Q3 		$452K Hold
15,526
– – 0.07% 323
2022
Q2 		$482K Hold
15,526
– – 0.06% 327
2022
Q1 		$525K Buy
15,526
+1,350
+10% +$45.9K 0.06% 341
2021
Q4 		$466K Hold
14,176
– – 0.05% 376
2021
Q3 		$417K Hold
14,176
– – 0.05% 394
2021
Q2 		$392K Hold
14,176
– – 0.05% 413
2021
Q1 		$382K Buy
14,176
+350
+3% +$8.07K 0.05% 393
2020
Q4 		$270K Buy
13,826
+599
+5% +$10.4K 0.04% 463
2020
Q3 		$187K Buy
13,227
+114
+0.9% +$1.76K 0.03% 525
2020
Q2 		$208K Buy
13,113
+120
+0.9% +$1.78K 0.04% 486
2020
Q1 		$198K Buy
12,993
+958
+8% +$24.1K 0.04% 441
2019
Q4 		$347K Sell
12,035
-422
-3% -$12.1K 0.06% 361
2019
Q3 		$343K Buy
12,457
+59
+0.5% +$1.61K 0.06% 353
2019
Q2 		$356K Buy
12,398
+52
+0.4% +$1.52K 0.07% 339
2019
Q1 		$360K Buy
12,346
+944
+8% +$27.7K 0.06% 316
2018
Q4 		$327K Buy
11,402
+42
+0.4% +$1.23K 0.07% 303
2018
Q3 		$356K Buy
11,360
+40
+0.4% +$1.27K 0.06% 348
2018
Q2 		$364K Buy
11,320
+41
+0.4% +$1.29K 0.07% 330
2018
Q1 		$364K Buy
11,279
+38
+0.3% +$1.27K 0.07% 322
2017
Q4 		$386K Buy
+11,241
New +$397K 0.07% 309

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

SeaCrest Wealth Management's BWFG Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Bankwell Financial Group (BWFG) in Q3 2025, closing a stake of 25,118 shares — an estimated $905K sold.

SeaCrest Wealth Management first reported a position in BWFG in Q4 2017 and held it in 28 quarters. The position peaked at $905K in Q2 2025. 98 funds tracked by Wall St. Rank hold BWFG as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Bankwell Financial Group position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 25,118 Bankwell Financial Group shares in Q3 2025, an estimated $905K.
  • SeaCrest Wealth Management first reported a position in Bankwell Financial Group in Q4 2017 and held it in 28 quarters.
  • SeaCrest Wealth Management's Bankwell Financial Group position peaked at $905K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.