Bankwell Financial shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Bankwell Financial (BWFG) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Bankwell Financial
Tip: Access up to 7 years of quarterly data
All positions including Bankwell Financial held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bankwell Financial by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 722 | 44.25 |
| 2025-06-30 | $26k | 722 | 36.03 |
| 2025-03-31 | $13k | 423 | 30.18 |
| 2024-12-31 | $13k | 423 | 31.15 |
| 2024-09-30 | $13k | 423 | 29.95 |
| 2024-06-30 | $11k | 423 | 25.37 |
| 2024-03-31 | $11k | 423 | 25.94 |
| 2023-12-31 | $13k | 423 | 30.18 |
| 2023-09-30 | $10k | 423 | 24.27 |
| 2023-06-30 | $10k | 423 | 24.38 |
| 2023-03-31 | $11k | 423 | 24.86 |
| 2022-12-31 | $13k | 423 | 30.19 |
| 2022-09-30 | $12k | 423 | 28.37 |
| 2022-06-30 | $13k | 423 | 30.73 |
| 2021-03-31 | $12k | 446 | 26.91 |
| 2020-12-31 | $9.0k | 446 | 20.18 |
| 2020-09-30 | $6.0k | 446 | 13.45 |
| 2020-06-30 | $7.0k | 446 | 15.70 |
| 2020-03-31 | $7.0k | 446 | 15.70 |
| 2019-12-31 | $13k | 446 | 29.15 |
| 2019-09-30 | $12k | 446 | 26.91 |
| 2019-06-30 | $13k | 446 | 29.15 |
| 2019-03-31 | $13k | 446 | 29.15 |
| 2018-12-31 | $13k | 446 | 29.15 |
| 2018-09-30 | $14k | 446 | 31.39 |
| 2018-06-30 | $14k | 446 | 31.39 |
| 2018-03-31 | $14k | 446 | 31.39 |
| 2017-12-31 | $15k | 446 | 33.63 |
| 2017-09-30 | $15k | 446 | 33.63 |
| 2017-06-30 | $14k | 446 | 31.39 |
| 2017-03-31 | $15k | 446 | 33.63 |
More positions owned by Summit Investment Advisors
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