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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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 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

True Wealth Design's BWFG Position: Q2 2026 in Review

True Wealth Design increased its Bankwell Financial Group (BWFG) stake by 40% in Q2 2026, buying an estimated $106 and bringing the position to 7 shares worth $412. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

True Wealth Design first reported a position in BWFG in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

True Wealth Design held 7 shares of Bankwell Financial Group worth $412 as of Q2 2026.
True Wealth Design bought 2 Bankwell Financial Group shares in Q2 2026, an estimated $106.
Bankwell Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2257 holding.
True Wealth Design first reported a position in Bankwell Financial Group in Q1 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.