Wealthspire Advisors (New York)’s Bankwell Financial Group BWFG Stock Holding History

Wealthspire Advisors (New York)’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	$5.14M	Buy	+87,538	New	+$4.64M	0.03%	259

Other funds holding BWFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

IAAG

Innovative Asset Advisors Group Shelton, Connecticut $229M AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s BWFG Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Bankwell Financial Group (BWFG) in Q2 2026: 87,538 shares worth $5.14M. The stake represents 0.03% of the portfolio and ranks #259 among its holdings.

53 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

Wealthspire Advisors (New York) held 87,538 shares of Bankwell Financial Group worth $5.14M as of Q2 2026.
Bankwell Financial Group was a new Wealthspire Advisors (New York) position in Q2 2026.
Bankwell Financial Group made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #259 holding.
53 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.