Hillsdale Investment Management Inc.
Position in BWB — Bridgewater Bancshares Inc
CIK 1368465
Toronto, A6
Position in BWB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,924,622
+$1,172,930 QoQ
Shares Held
234,060
+10.4% QoQ
Ownership
0.839%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#18
of 149 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BWB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Hillsdale Investment Management Inc. holds $103,959,455 across 37 Banks - Regional names. BWB ranks #11 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FISI |
Financial Institutions Inc
|
249,200 | $9,711,324 | |
| 2 | OFG |
Ofg Bancorp
|
187,600 | $9,205,532 | |
| 3 | RBB |
RBB Bancorp
|
327,169 | $8,969,338 | |
| 4 | CARE |
Carter Bankshares, Inc.
|
263,657 | $8,966,974 | |
| 5 | TMP |
Tompkins Financial Corp
|
94,400 | $8,922,688 | |
| 6 | UMBF |
Umb Financial Corp
|
51,060 | $7,289,325 | |
| 7 | BWFG |
Bankwell Financial Group, Inc.
|
111,000 | $6,521,250 | |
| 8 | FBIZ |
First Business Financial Services, Inc.
|
91,671 | $5,790,857 |
All Filings in BWB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,924,622 | 234,060 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,751,692 | 211,960 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,731,435 | 212,860 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,690,336 | 152,860 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||