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State of Alaska Department of Revenue’s Bankwell Financial Group BWFG Stock Holding History

State of Alaska Department of Revenue’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 		$25K Hold
429
– – ﹤0.01% 2048
2026
Q1 		$20K Hold
429
– – ﹤0.01% 2079
2025
Q4 		$19K Buy
+429
New +$19.4K ﹤0.01% 2110

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HIM
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WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State of Alaska Department of Revenue's BWFG Position: Q2 2026 in Review

State of Alaska Department of Revenue held its Bankwell Financial Group (BWFG) position steady in Q2 2026 at 429 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

State of Alaska Department of Revenue first reported a position in BWFG in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • State of Alaska Department of Revenue held 429 shares of Bankwell Financial Group worth $25K as of Q2 2026.
  • State of Alaska Department of Revenue left its Bankwell Financial Group share count unchanged in Q2 2026.
  • Bankwell Financial Group made up ﹤0.01% of State of Alaska Department of Revenue's portfolio in Q2 2026, its #2048 holding.
  • State of Alaska Department of Revenue first reported a position in Bankwell Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on State of Alaska Department of Revenue's 13F filing for Q2 2026, filed 20 Jul 2026.