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SJS Investment Consulting’s Bankwell Financial Group BWFG Stock Holding History

SJS Investment Consulting’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 		$705 Buy
12
+3
+33% +$159 ﹤0.01% 2141
2026
Q1 		$437 Buy
9
+5
+125% +$239 ﹤0.01% 1785
2025
Q4 		$184 Sell
4
-47
-92% -$2.12K ﹤0.01% 1831
2025
Q3 		$2.26K Buy
+51
New +$2.09K ﹤0.01% 803

Other funds holding BWFG

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

SJS Investment Consulting's BWFG Position: Q2 2026 in Review

SJS Investment Consulting increased its Bankwell Financial Group (BWFG) stake by 33% in Q2 2026, buying an estimated $159 and bringing the position to 12 shares worth $705. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

SJS Investment Consulting first reported a position in BWFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.26K in Q3 2025. 12 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • SJS Investment Consulting held 12 shares of Bankwell Financial Group worth $705 as of Q2 2026.
  • SJS Investment Consulting bought 3 Bankwell Financial Group shares in Q2 2026, an estimated $159.
  • Bankwell Financial Group made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2141 holding.
  • SJS Investment Consulting first reported a position in Bankwell Financial Group in Q3 2025 and has held it in 4 quarters since.
  • SJS Investment Consulting's Bankwell Financial Group position peaked at $2.26K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.