Y-Intercept (HK)’s Bankwell Financial Group BWFG Stock Holding History

Y-Intercept (HK)’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	$422K	Buy	+6,509	New	+$421K	0.01%	1339

Other funds holding BWFG

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK)'s BWFG Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Bankwell Financial Group (BWFG) in Q3 2026: 6,509 shares worth $422K. The stake represents 0.01% of the portfolio and ranks #1339 among its holdings.

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

Y-Intercept (HK) held 6,509 shares of Bankwell Financial Group worth $422K as of Q3 2026.
Bankwell Financial Group was a new Y-Intercept (HK) position in Q3 2026.
Bankwell Financial Group made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1339 holding.
13 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.