Informed Momentum Co LLC
Position in BWFG — Bankwell Financial Group, Inc.
CIK 1510989
Solana Beach, CA
Position in BWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,585,133
+$222,110 QoQ
Shares Held
26,981
-4.0% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#30
of 126 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Informed Momentum Co LLC holds $12,823,334 across 8 Banks - Regional names. BWFG ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
34,140 | $5,605,105 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
This page
|
26,981 | $1,585,133 | |
| 3 | PKBK |
Parke Bancorp, Inc.
|
41,357 | $1,371,398 | |
| 4 | EBMT |
Eagle Bancorp Montana, Inc.
|
41,423 | $991,252 | |
| 5 | RRBI |
Red River Bancshares Inc
|
9,605 | $876,744 | |
| 6 | SFST |
Southern First Bancshares Inc
|
13,952 | $852,467 | |
| 7 | FISI |
Financial Institutions Inc
|
21,546 | $839,647 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
35,185 | $701,588 |
All Filings in BWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,585,133 | 26,981 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,363,023 | 28,092 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,287,175 | 28,092 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,243,071 | 28,092 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||