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 Q1	$97	Buy	+2	New	+$95	﹤0.01%	931

Other funds holding BWFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Wealth Preservation Advisors's BWFG Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Bankwell Financial Group (BWFG) in Q1 2026: 2 shares worth $97. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings.

119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

Wealth Preservation Advisors held 2 shares of Bankwell Financial Group worth $97 as of Q1 2026.
Bankwell Financial Group was a new Wealth Preservation Advisors position in Q1 2026.
Bankwell Financial Group made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #931 holding.
119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.