XML Financial’s Bankwell Financial Group BWFG Stock Holding History

XML Financial’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	$359K	Buy	+5,545	New	+$359K	0.03%	334

Other funds holding BWFG

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

XML Financial's BWFG Position: Q3 2026 in Review

XML Financial opened a new position in Bankwell Financial Group (BWFG) in Q3 2026: 5,545 shares worth $359K. The stake represents 0.03% of the portfolio and ranks #334 among its holdings.

26 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

XML Financial held 5,545 shares of Bankwell Financial Group worth $359K as of Q3 2026.
Bankwell Financial Group was a new XML Financial position in Q3 2026.
Bankwell Financial Group made up 0.03% of XML Financial's portfolio in Q3 2026, its #334 holding.
26 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.