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True Wealth Design’s Bankwell Financial Group BWFG Stock Holding History

True Wealth Design’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
Q3 		$519 Buy
8
+1
+14% +$65 ﹤0.01% 2118
2026
Q2 		$412 Buy
7
+2
+40% +$106 ﹤0.01% 2257
2026
Q1 		$243 Hold
5
– – ﹤0.01% 2279
2025
Q4 		$230 Buy
5
+1
+25% +$45 ﹤0.01% 2193
2025
Q3 		$177 Buy
4
+3
+300% +$123 ﹤0.01% 2325
2025
Q2 		$37 Sell
1
-1
-50% -$33 ﹤0.01% 2437
2025
Q1 		$61 Buy
+2
New +$61 ﹤0.01% 2335

Other funds holding BWFG

SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's BWFG Position: Q3 2026 in Review

True Wealth Design increased its Bankwell Financial Group (BWFG) stake by 14% in Q3 2026, buying an estimated $65 and bringing the position to 8 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

True Wealth Design first reported a position in BWFG in Q1 2025 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

  • True Wealth Design held 8 shares of Bankwell Financial Group worth $519 as of Q3 2026.
  • True Wealth Design bought 1 Bankwell Financial Group share in Q3 2026, an estimated $65.
  • Bankwell Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2118 holding.
  • True Wealth Design first reported a position in Bankwell Financial Group in Q1 2025 and has held it in 7 quarters since.
  • 13 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.