GM Advisory Group, LLC

Position in BWFG — Bankwell Financial Group, Inc.

CIK 1598304 MELVILLE, NY

Position in BWFG

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$5,167,282

+$307,659 QoQ

Shares Held

106,498

+0.4% QoQ

Ownership

1.34%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

GM Advisory Group, LLC holds $5,819,065 across 3 Banks - Regional names. BWFG ranks #1 (88.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWFG	Bankwell Financial Group, Inc. This page	106,498	$5,167,282
2	HNVR	Hanover Bancorp, Inc. /MD	18,710	$403,948
3	PNC	Pnc Financial Services Group, Inc.	1,191	$247,835

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,167,282	106,498	+0.4%	Shares	Sole	2026-04-28
2025-12-31	$4,859,623	106,059	+0.4%	Shares	Sole	2026-02-13
2025-09-30	$4,672,224	105,587	+0.5%	Shares	Sole	2025-11-19
2025-06-30	$3,785,527	105,066	+0.6%	Shares	Sole	2025-08-13
2025-03-31	$3,153,115	104,477	+15.6%	Shares	Sole	2025-05-14
2024-12-31	$2,814,651	90,358	+0.6%	Shares	Sole	2025-02-11
2024-09-30	$2,689,719	89,807	+0.7%	Shares	Sole	2024-11-12
2024-06-30	$2,261,836	89,154	+7.7%	Shares	Sole	2024-08-12
2024-03-31	$2,148,169	82,813	+0.8%	Shares	Sole	2024-05-09
2023-12-31	$2,479,981	82,173	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.