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Wealth Preservation Advisors’s Bankwell Financial Group BWFG Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-2
Closed -$97 – 209
2026
Q1 		$97 Buy
+2
New +$95 ﹤0.01% 931

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Wealth Preservation Advisors's BWFG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Bankwell Financial Group (BWFG) in Q2 2026, closing a stake of 2 shares — an estimated $97 sold.

Wealth Preservation Advisors first reported a position in BWFG in Q1 2026 and held it in 1 quarter. The position peaked at $97 in Q1 2026. 127 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Bankwell Financial Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2 Bankwell Financial Group shares in Q2 2026, an estimated $97.
  • Wealth Preservation Advisors first reported a position in Bankwell Financial Group in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Bankwell Financial Group position peaked at $97 in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.