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Bankwell Financial shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Bankwell Financial (BWFG) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Bankwell Financial

Tip: Access up to 7 years of quarterly data

All positions including Bankwell Financial held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bankwell Financial by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $97 2 48.50

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Top funds holding Bankwell Financial

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

View all funds holding Bankwell Financial