CWM, LLC

Position in BWFG — Bankwell Financial Group, Inc.

CIK 1535847 OMAHA, NE

Position in BWFG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$92,867

+$35,822 QoQ

Shares Held

1,914

+53.7% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $206,561,195 across 285 Banks - Regional names. BWFG ranks #169 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	174,338	$36,277,994
2	CFG	Citizens Financial Group Inc/Ri	225,549	$13,526,173
3	USB	US Bancorp De	241,668	$12,569,152
4	PNFP	Pinnacle Financial Partners, Inc.	131,724	$11,346,705
5	PB	Prosperity Bancshares Inc	130,471	$8,765,041
6	BPOP	Popular, Inc.	44,953	$6,031,344
7	TFC	Truist Financial Corp	123,198	$5,663,412
8	FHN	First Horizon Corp	190,735	$4,341,128

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$92,867	1,914	+53.7%	Shares	Sole	2026-05-14
2025-12-31	$57,045	1,245	+19.6%	Shares	Sole	2026-01-26
2025-09-30	$46,064	1,041	+71.8%	Shares	Sole	2025-10-15
2025-06-30	$21,834	606	+32.6%	Shares	Sole	2025-07-25
2025-03-31	$13,792	457	+88.1%	Shares	Sole	2025-05-01
2024-12-31	$7,569	243	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$7,247	242	+53.2%	Shares	Sole	2024-10-08
2024-06-30	$4,008	158	+129.0%	Shares	Sole	2024-07-10
2024-03-31	$2	69	+3.0%	Shares	Sole	2024-04-05
2023-12-31	$2,022	67	+19.6%	Shares	Sole	2024-02-01
2023-09-30	$1	56	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.