COMMONWEALTH EQUITY SERVICES, LLC

Position in BWFG — Bankwell Financial Group, Inc.

CIK 312272 WALTHAM, MA

Position in BWFG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,956,753

+$568,262 QoQ

Shares Held

67,349

-3.6% QoQ

Ownership

0.845%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#21

of 125 holders

Holding Since

Mar 2020

11 quarters on record

Financial Services · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. BWFG ranks #20 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	152,886	$37,643,590
2	USB	US Bancorp De	606,349	$36,623,479
3	TFC	Truist Financial Corp	598,369	$29,810,743
4	CFR	Cullen/Frost Bankers, Inc.	87,174	$13,470,126
5	MTB	M&T Bank Corp	55,678	$13,251,920
6	FITB	Fifth Third Bancorp	199,782	$11,261,711
7	HBAN	Huntington Bancshares Inc /Md/	548,854	$9,731,181
8	INDB	Independent Bank Corp	98,821	$8,273,294

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,956,753	67,349	-3.6%	Shares	Sole	2026-07-29
2026-03-31	$3,388,491	69,837	+0.3%	Shares	Sole	2026-04-27
2025-12-31	$3,190,034	69,621	-1.6%	Shares	Sole	2026-02-12
2025-09-30	$3,129,448	70,722	+0.4%	Shares	Sole	2025-10-22
2025-06-30	$2,538,817	70,464	+13.0%	Shares	Sole	2025-08-06
2025-03-31	$1,882,236	62,367	+430.4%	Shares	Sole	2025-05-09
2021-03-31	$316,905	11,759	+0.6%	Shares	Sole	2021-05-04
2020-12-31	$228,559	11,691	+0.8%	Shares	Sole	2021-02-11
2020-09-30	$164,154	11,601	+0.9%	Shares	Sole	2020-11-05
2020-06-30	$182,834	11,499	-13.2%	Shares	Sole	2020-08-12
2020-03-31	$202,240	13,253	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.