Hillsdale Investment Management Inc.
Position in BWFG — Bankwell Financial Group, Inc.
CIK 1368465
Toronto, A6
Position in BWFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,521,250
+$1,382,982 QoQ
Shares Held
111,000
+4.8% QoQ
Ownership
1.39%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#11
of 124 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BWFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Hillsdale Investment Management Inc. holds $103,557,803 across 37 Banks - Regional names. BWFG ranks #7 (6.3% 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.
This page
|
111,000 | $6,521,250 | |
| 8 | FBIZ |
First Business Financial Services, Inc.
|
91,671 | $5,790,857 |
All Filings in BWFG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,521,250 | 111,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,138,268 | 105,900 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,577,418 | 99,900 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,279,727 | 96,717 | Shares | Sole | 2025-11-10 | |
| 2024-03-31 | $93,384 | 3,600 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $96,576 | 3,200 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $111,642 | 4,600 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $70,702 | 2,900 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $84,524 | 3,400 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $100,062 | 3,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $637,858 | 21,912 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $820,092 | 26,412 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $893,517 | 26,412 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $965,890 | 29,412 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $55,423 | 1,900 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||