BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in BWFG — Bankwell Financial Group, Inc.
CIK 911274
CANTON, OH
Position in BWFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$217,140
+$159,487 QoQ
Shares Held
3,696
+1.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 125 holders
Holding Since
Jun 2020
2 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,020,699 across 27 Banks - Regional names. BWFG ranks #22 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
361,330 | $5,275,418 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
277,169 | $4,914,206 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
156,384 | $4,413,156 | |
| 4 | FITB |
Fifth Third Bancorp
|
29,430 | $1,658,969 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
5,882 | $1,448,266 | |
| 6 | KEY |
Keycorp /New/
|
57,709 | $1,330,192 | |
| 7 | TFC |
Truist Financial Corp
|
18,289 | $911,157 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
40,535 | $808,267 |
All Filings in BWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,140 | 3,696 | Shares | Sole | 2026-07-29 | |
| 2020-06-30 | $57,653 | 3,626 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||