Filing Research | BWFG - BANKWELL FINL GROUP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Key FInancial Inc	Shares	2.9KSH	$170.4K
2	Police & Firemen's Retirement System of New Jersey	Shares	1.5KSH	$87.7K
3	Mirae Asset Global Investments Co., Ltd.	Shares	762SH	$44.8K
4	IFP Advisors, Inc	Shares	119SH	$7.0K
5	GAMMA Investing LLC	Shares	63SH	$3.7K
6	Fortitude Family Office, LLC	Shares	44SH	$2.6K
7	Farther Finance Advisors, LLC	Shares	43SH	$2.5K
8	MassMutual Private Wealth & Trust, FSB	Shares	43SH	$2.5K
9	EverSource Wealth Advisors, LLC	Shares	31SH	$1.8K
10	SJS Investment Consulting Inc.	Shares	12SH	$705
11	Wealth Enhancement Trust Services, Inc.	Shares	8SH	$470
12	True Wealth Design, LLC	Shares	7SH	$412
13	Capital Advisors, Ltd. LLC	Shares	458SH	$27
14	State of Alaska, Department of Revenue	Shares	429SH	$25

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+762	+$44.8K	$44.8K
2	Key FInancial Inc unchanged	Shares	0	+$29.7K	$170.4K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$15.3K	$87.7K
4	IFP Advisors, Inc added	Shares	+109	+$6.5K	$7.0K
5	MassMutual Private Wealth & Trust, FSB added	Shares	+21	+$1.5K	$2.5K
6	EverSource Wealth Advisors, LLC added	Shares	+18	+$1.2K	$1.8K
7	Farther Finance Advisors, LLC added	Shares	+5	+$665	$2.5K
8	GAMMA Investing LLC unchanged	Shares	0	+$644	$3.7K
9	Fortitude Family Office, LLC added	Shares	+2	+$547	$2.6K
10	Wealth Enhancement Trust Services, Inc. new	Shares	+8	+$470	$470
11	SJS Investment Consulting Inc. added	Shares	+3	+$268	$705
12	True Wealth Design, LLC added	Shares	+2	+$169	$412
13	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$5	$27
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$5	$25

Filing Research | BWFG - BANKWELL FINL GROUP INC Institutional Holdings