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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
Q2 		$6.52M Buy
111,000
+5,100
+5% +$270K 0.15% 190
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Hillsdale Investment Management's BWFG Position: Q2 2026 in Review

Hillsdale Investment Management increased its Bankwell Financial Group (BWFG) stake by 4.8% in Q2 2026, buying an estimated $270K and bringing the position to 111,000 shares worth $6.52M. The position accounts for 0.15% of the portfolio, ranked #190.

Hillsdale Investment Management first reported a position in BWFG in Q4 2017 and has held it in 16 quarters since. 126 funds tracked by Wall St. Rank hold BWFG as of Q2 2026.

  • Hillsdale Investment Management held 111,000 shares of Bankwell Financial Group worth $6.52M as of Q2 2026.
  • Hillsdale Investment Management bought 5,100 Bankwell Financial Group shares in Q2 2026, an estimated $270K.
  • Bankwell Financial Group made up 0.15% of Hillsdale Investment Management's portfolio in Q2 2026, its #190 holding.
  • Hillsdale Investment Management first reported a position in Bankwell Financial Group in Q4 2017 and has held it in 16 quarters since.
  • 126 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.