KESTRA PRIVATE WEALTH SERVICES, LLC
Position in BWFG — Bankwell Financial Group, Inc.
CIK 1649451
AUSTIN, TX
Position in BWFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$291,341
+$51,459 QoQ
Shares Held
4,959
+0.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 125 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in BWFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,638,321 across 34 Banks - Regional names. BWFG ranks #28 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
26,595 | $6,548,220 | |
| 2 | TFC |
Truist Financial Corp
|
100,905 | $5,027,087 | |
| 3 | RF |
Regions Financial Corp
|
165,460 | $4,996,892 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
141,420 | $2,507,376 | |
| 5 | HDB |
Hdfc Bank Ltd
|
72,892 | $1,882,800 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
32,155 | $1,473,663 | |
| 7 | RNST |
Renasant Corp
|
33,302 | $1,416,667 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
19,376 | $1,340,625 |
All Filings in BWFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,341 | 4,959 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $239,882 | 4,944 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $227,175 | 4,958 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $319,131 | 7,212 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $258,767 | 7,182 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $216,843 | 7,185 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||