BWG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $6.89
52W Range $7–$9

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.96Paid monthly
5Y Div CAGR≈2.7%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.08USD≈13.5%
Aug 24, 2026$0.08USD≈12.5%
Jul 24, 2026$0.08USD≈12.5%
Jun 23, 2026$0.08USD≈12.2%
May 21, 2026$0.08USD≈12.3%
Apr 23, 2026$0.08USD≈11.9%
Mar 24, 2026$0.08USD≈12.6%
Feb 20, 2026$0.08USD≈11.5%
Jan 23, 2026$0.08USD≈11.3%
Dec 23, 2025$0.08USD≈11.4%
Nov 20, 2025$0.08USD≈11.8%
Oct 24, 2025$0.08USD≈11.1%
Sep 23, 2025$0.08USD≈10.9%
Aug 22, 2025$0.08USD≈11.3%
Jul 24, 2025$0.08USD≈11.6%
Jun 23, 2025$0.08USD≈11.8%
May 22, 2025$0.08USD≈12.0%
Apr 23, 2025$0.08USD≈12.3%
Mar 24, 2025$0.08USD≈11.4%
Feb 21, 2025$0.08USD≈11.4%

Institutional owners (13F) 50 filers · $61.4M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 50
Value held $61.4M
New positions 6
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-3 vs prior Q) 9 (+7 vs prior Q) 20 (+5 vs prior Q) 8 (-8 vs prior Q) +203K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $14,064,356 1,771,328 22.91% Shares
Pathstone Holdings, LLC $12,638,783 1,591,786 20.59% Shares
Allspring Global Investments Holdings, LLC $5,878,855 740,410 9.58% Shares
Shaker Financial Services, LLC $3,761,679 473,763 6.13% Shares
Advisors Asset Management, Inc. $3,756,799 448,841 6.12% Shares
WELLS FARGO & COMPANY/MN $2,922,358 368,056 4.76% Shares
BANK OF AMERICA CORP /DE/ $2,440,436 307,360 3.98% Shares
GUGGENHEIM CAPITAL LLC $2,372,464 298,799 3.86% Shares
Rareview Capital LLC $1,489,368 179,226 2.43% Shares
LPL Financial LLC $1,303,976 164,229 2.12% Shares
Invesco Ltd. $1,279,317 161,123 2.08% Shares
STEPHENS INC /AR/ $1,259,073 158,573 2.05% Shares
Matisse Capital $1,118,792 145,866 1.82% Shares
WOLVERINE ASSET MANAGEMENT LLC $1,006,784 126,799 1.64% Shares
ROYAL BANK OF CANADA $794,000 99,956 1.29% Shares
RAYMOND JAMES FINANCIAL INC $722,986 91,056 1.18% Shares
ENVESTNET ASSET MANAGEMENT INC $703,235 88,569 1.15% Shares
ECLECTIC ASSOCIATES INC /ADV $352,862 44,441 0.57% Shares
NewEdge Advisors, LLC $319,982 40,300 0.52% Shares
OSAIC HOLDINGS, INC. $312,943 39,415 0.51% Shares
Apollon Wealth Management, LLC $249,975 31,483 0.41% Shares
Closed-End Fund Advisors, Inc. $238,264 30,008 0.39% Shares
AMERIPRISE FINANCIAL INC $233,355 29,390 0.38% Shares
AlphaCore Capital LLC $230,260 29,000 0.38% Shares
Laird Norton Wetherby Wealth Management, LLC $182,949 21,077 0.30% Shares
Logan Stone Capital, LLC $181,230 22,825 0.30% Shares
COMMONWEALTH EQUITY SERVICES, LLC $160,440 20,207 0.26% Shares
UBS Group AG $153,766 19,366 0.25% Shares
Van Diest Capital, LLC $152,348 19,187 0.25% Shares
Cerity Partners LLC $151,916 19,133 0.25% Shares
Cetera Investment Advisers $145,877 18,373 0.24% Shares
EVOLVE PRIVATE WEALTH, LLC $126,127 15,885 0.21% Shares
FLAX POND CAPITAL, LLC $119,100 15,000 0.19% Shares
OPPENHEIMER & CO INC $113,272 14,266 0.18% Shares
XTX Topco Ltd $99,083 12,479 0.16% Shares
PFG Investments, LLC $98,170 12,364 0.16% Shares
JANE STREET GROUP, LLC $97,416 12,269 0.16% Shares
Global Retirement Partners, LLC $65,680 8,272 0.11% Shares
Pinnacle Wealth Planning Services, Inc. $19,088 2,404 0.03% Shares
COMERICA BANK $17,025 2,034 0.03% Shares
FIFTH THIRD BANCORP $15,483 1,950 0.03% Shares
WPG Advisers, LLC $11,902 1,499 0.02% Shares
WHITTIER TRUST CO OF NEVADA INC $6,783 863 0.01% Shares
PRIVATE TRUST CO NA $5,582 703 0.01% Shares
Larson Financial Group LLC $5,280 665 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $2,620 330 0.00% Shares
Rockefeller Capital Management L.P. $2,509 316 0.00% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,112 266 0.00% Shares
Farther Finance Advisors, LLC $897 113 0.00% Shares
Virtu Financial LLC $128 16,180 0.00% Shares

Activists & 5%+ owners 1 position

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Bulldog Investors, LLC, Phillip Goldstein, Andrew Dakos ×4 filings Sept. 21, 2020 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 9 insiders · 1 officers · 7 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Kenneth Fuller CEO, Pres. & Chairman March 3, 2015 P 1,700 0 0 $0
Peter Daniel Charles Mason Director Sept. 4, 2025 P 2,305 0 0 $0
Anthony Grillo Director May 27, 2025 P 1,500 0 0 $0
CRONIN DANIEL P Director Dec. 10, 2020 S 0 0 0 $0
Eileen A Kamerick Director Dec. 22, 2016 P 1,000 0 0 $0
William R Hutchinson Director Feb. 27, 2014 S 0 0 0 $0
Jeswald W Salacuse Director Nov. 19, 2012 P 200 0 0 $0
Stephen S. Smith · Dec. 8, 2016 S 0 0 0 $0
David F. Hoffman · July 11, 2014 P 4,050 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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