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Bankwell Financial shares owned by Northeast Financial Consultants

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

Historical chart of Northeast Financial Consultants investment in Bankwell Financial

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

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Quarterly reported holdings in Bankwell Financial by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-06-30 $789k 22k 36.03
2025-03-31 $661k 22k 30.18
2024-12-31 $682k 22k 31.15

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Vanguard Index Fds Growth Etf (VUG)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
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Vanguard Whitehall Fds High Div Yld (VYM)
Golub Capital BDC (GBDC)
Apple (AAPL)
First Tr Exchange-traded Dj Internt Idx (FDN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Northeast Financial Consultants

Top funds holding Bankwell Financial

BlackRock
Vanguard Group
Dimensional Fund Advisors
Fourthstone
Pacific Ridge Capital Partners
Geode Capital Management
Renaissance Technologies
Siena Capital Management
Acadian Asset Management
State Street Corporation
Banc Funds Company
GM Advisory
Hillsdale Investment Management
LSV Asset Management
Commonwealth Equity Services

View all funds holding Bankwell Financial