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Hillsdale Investment Management’s Bankwell Financial Group BWFG Stock Holding History

Hillsdale Investment Management’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.14M Buy
105,900
+6,000
+6% +$286K 0.14% 186
2025
Q4 		$4.58M Buy
99,900
+3,183
+3% +$144K 0.13% 219
2025
Q3 		$4.28M Buy
+96,717
New +$3.97M 0.13% 228
2024
Q2 		– Sell
-3,600
Closed -$93.4K – 586
2024
Q1 		$93.4K Buy
3,600
+400
+13% +$10.7K 0.01% 430
2023
Q4 		$96.6K Sell
3,200
-1,400
-30% -$37.1K 0.01% 411
2023
Q3 		$112K Buy
4,600
+1,700
+59% +$44.2K 0.01% 395
2023
Q2 		$70.7K Sell
2,900
-500
-15% -$11.9K 0.01% 392
2023
Q1 		$84.5K Hold
3,400
– – 0.01% 476
2022
Q4 		$100K Sell
3,400
-18,512
-84% -$551K 0.01% 449
2022
Q3 		$638K Sell
21,912
-4,500
-17% -$143K 0.06% 260
2022
Q2 		$820K Hold
26,412
– – 0.07% 206
2022
Q1 		$894K Sell
26,412
-3,000
-10% -$102K 0.06% 258
2021
Q4 		$966K Buy
29,412
+27,512
+1,448% +$850K 0.06% 258
2021
Q3 		$55K Buy
+1,900
New +$55.3K ﹤0.01% 467
2018
Q1 		– Sell
-1,900
Closed -$65K – 475
2017
Q4 		$65K Buy
+1,900
New +$67.2K 0.01% 310

Other funds holding BWFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Hillsdale Investment Management's BWFG Position: Q1 2026 in Review

Hillsdale Investment Management increased its Bankwell Financial Group (BWFG) stake by 6% in Q1 2026, buying an estimated $286K and bringing the position to 105,900 shares worth $5.14M. The position accounts for 0.14% of the portfolio, ranked #186.

Hillsdale Investment Management first reported a position in BWFG in Q4 2017 and has held it in 15 quarters since. 119 funds tracked by Wall St. Rank hold BWFG as of Q1 2026.

  • Hillsdale Investment Management held 105,900 shares of Bankwell Financial Group worth $5.14M as of Q1 2026.
  • Hillsdale Investment Management bought 6,000 Bankwell Financial Group shares in Q1 2026, an estimated $286K.
  • Bankwell Financial Group made up 0.14% of Hillsdale Investment Management's portfolio in Q1 2026, its #186 holding.
  • Hillsdale Investment Management first reported a position in Bankwell Financial Group in Q4 2017 and has held it in 15 quarters since.
  • 119 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.