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

Spire 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
Q4 		– Sell
-20
Closed -$885 – 2326
2025
Q3 		$885 Hold
20
– – ﹤0.01% 2291
2025
Q2 		$721 Hold
20
– – ﹤0.01% 2330
2025
Q1 		$604 Buy
+20
New +$607 ﹤0.01% 2449

Other funds holding BWFG

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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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Spire Wealth Management's BWFG Position: Q4 2025 in Review

Spire Wealth Management sold out of Bankwell Financial Group (BWFG) in Q4 2025, closing a stake of 20 shares — an estimated $885 sold.

Spire Wealth Management first reported a position in BWFG in Q1 2025 and held it in 3 quarters. The position peaked at $885 in Q3 2025. 109 funds tracked by Wall St. Rank hold BWFG as of Q4 2025.

  • Spire Wealth Management reported no remaining Bankwell Financial Group position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 20 Bankwell Financial Group shares in Q4 2025, an estimated $885.
  • Spire Wealth Management first reported a position in Bankwell Financial Group in Q1 2025 and held it in 3 quarters.
  • Spire Wealth Management's Bankwell Financial Group position peaked at $885 in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.