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Bankwell Financial shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Bankwell Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bankwell Financial by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.1M 88k 58.75

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Bankwell Financial

BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
Pacific Ridge Capital Partners
Acadian Asset Management
American Century Companies
Geode Capital Management
State Street Corporation
Siena Capital Management
Hillsdale Investment Management
GM Advisory
Renaissance Technologies
Goldman Sachs Group
Banc Funds Company
Sontag Advisory

View all funds holding Bankwell Financial