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Bankwell Financial shares owned by Creative Planning

Quarter-by-quarter ownership of Bankwell Financial (BWFG) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Bankwell Financial

Tip: Access up to 7 years of quarterly data

All positions including Bankwell Financial held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bankwell Financial by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 4.5k 58.75

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View all positions for Creative Planning

Top funds holding Bankwell Financial

BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
Acadian Asset Management
Geode Capital Management
Pacific Ridge Capital Partners
American Century Companies
State Street Corporation
Two Sigma Investments
Siena Capital Management
Hillsdale Investment Management
AQR Capital Management
GM Advisory
Northern Trust
Renaissance Technologies

View all funds holding Bankwell Financial