Bankwell Financial Group, Inc. (BWFG) — Institutional Holders, Q2 2026 (page 2)
127 institutional investment managers reported a BWFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $237.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 127. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BWFG 13F holders ranked 101–127 of 127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Allworth Financial#101 · 253 sh | 253 | $14.9K | <0.01% | +256.3% |
| 102 | SRS Capital Advisors#102 · 247 sh | 247 | $14.5K | <0.01% | +648.5% |
| 103 | IFP Advisors#103 · 119 sh | 119 | $7.0K | — | +1090.0% |
| 104 | Sterling Capital Management#104 · 110 sh | 110 | $6.5K | — | -43.9% |
| 105 | PNC FINANCIAL SERVICES GROUP#105 · 85 sh | 85 | $5.0K | 0.00% | +49.1% |
| 106 | GAMMA Investing#106 · 63 sh | 63 | $3.7K | — | 0.0% |
| 107 | ROTHSCHILD INVESTMENT#107 · 57 sh | 57 | $3.3K | <0.01% | +67.6% |
| 108 | Essential Partners#108 · 53 sh | 53 | $3.1K | — | -32.9% |
| 109 | Fortitude Family Office#109 · 44 sh | 44 | $2.6K | — | +4.8% |
| 110 | Farther Finance Advisors#110 · 43 sh | 43 | $2.5K | — | +13.2% |
| 111 | MassMutual Private Wealth & , FSB#111 · 43 sh | 43 | $2.5K | — | +95.5% |
| 112 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#112 · 36 sh | 36 | $2.1K | 0.00% | 0.0% |
| 113 | EverSource Wealth Advisors#113 · 31 sh | 31 | $1.8K | <0.01% | -99.6% |
| 114 | OSAIC#114 · 30 sh | 30 | $1.8K | 0.00% | 0.0% |
| 115 | Optiver Holding B.V.#115 · 22 sh | 22 | $1.3K | 0.00% | -68.6% |
| 116 | NISA INVESTMENT ADVISORS#116 · 18 sh | 18 | $1.1K | — | 0.0% |
| 117 | Cornerstone Planning Group#117 · 17 sh | 17 | $1.0K | — | 0.0% |
| 118 | Covestor Ltd#118 · 9 sh | 9 | $1.0K | <0.01% | New |
| 119 | Parallel Advisors#119 · 17 sh | 17 | $999.00 | 0.00% | -58.5% |
| 120 | Clearstead Advisors#120 · 15 sh | 15 | $882.00 | 0.00% | New |
| 121 | SJS Investment Consulting#121 · 12 sh | 12 | $705.00 | — | +33.3% |
| 122 | Basecamp Wealth Advisors#122 · 12 sh | 12 | $705.00 | <0.01% | +71.4% |
| 123 | JONES FINANCIAL COMPANIES LLLP#123 · 9 sh | 9 | $538.00 | 0.00% | New |
| 124 | Wealth Enhancement Services#124 · 8 sh | 8 | $470.00 | — | New |
| 125 | True Wealth Design#125 · 7 sh | 7 | $412.00 | — | +40.0% |
| 126 | JPL Wealth Management#126 · 5 sh | 5 | $294.00 | <0.01% | 0.0% |
| 127 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#127 · 84 sh | 84 | — | — | -76.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.