Summit Trail Advisors, LLC Bankwell Financial Group, Inc. Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
A detailed history of Summit Trail Advisors, LLC transactions in Bankwell Financial Group, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 21,930 shares of BWFG stock, worth $981,586. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,930
Previous 21,623
1.42%
Holding current value
$981,586
Previous $779,000
26.96%
% of portfolio
0.01%
Previous 0.01%
Shares
26 transactions
Others Institutions Holding BWFG
# of Institutions
99Shares Held
3.44MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY433KShares$19.4 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA367KShares$16.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX313KShares$14 Million0.0% of portfolio
-
Fourthstone LLC St Louis, MO177KShares$7.94 Million2.24% of portfolio
-
Pacific Ridge Capital Partners, LLC Lake Oswego, OR173KShares$7.72 Million1.91% of portfolio
About Bankwell Financial Group, Inc.
- Ticker BWFG
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 7,763,390
- Market Cap $347M
- Description
- Bankwell Financial Group, Inc. operates as the bank holding company for Bankwell Bank that provides various banking services for individual and commercial customers. It offers various traditional depository products, including checking, savings, money market, and certificates of deposit. The company also provides first mortgage loans secured by ...