$BWFG

$66.84 -$0.38 (0.57%) Live

$BWFG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 8.0M shares outstanding

Who owns BWFG?

By type of holder

Institutions 50.7% Insiders 20.5% Everyone else 28.8%

Concentration Top 10 holders own 41.8%

Lawrence B Seidman 9.9% · BlackRock, Inc. 6.2%

Institutional ownership

50.7%

+3.6 pts vs last qtr

Institutional holders

125

+7 vs last qtr

Net shares bought

+283.5K

by institutions in Q2 2026

New / sold out

18 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wealthspire Advisors, LLC NEW +87.5K
Acadian Asset Management LLC +68.1K

Biggest sellers in Q2 2026

GM Advisory Group, LLC SOLD OUT −106.5K
Millennium Management LLC SOLD OUT −19.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.43M

10 notices from 7 people

Shares covered

27.5K

0.34% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Chivily Christine Officer $440K
Gruseke Christopher R Ceo $252K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+4.5%

+0.49% a year

Each share's claim on the business

−4.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$16.1M vs $18.8M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years62% 3–5 years11% 1–3 years10% Under 1 year18%

Quarterly turnover

11.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BWFG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	493.2K	6.19%	+12.9K (+2.7%)	≤2021	0.0%
Shares held by quarter Peak holding493.2K (Q2'26) Change over 8 quarters+56.8K Share of the company6.190% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	329.7K	4.14%	+10.5K (+3.3%)	≤2021	0.0%
Shares held by quarter Peak holding329.7K (Q2'26) Change over 8 quarters+48.2K Share of the company4.140% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

493.2K

% of company

6.19%

Change vs last qtr

+12.9K (+2.7%)

Held since

≤2021

Dimensional Fund Advisors LP

329.7K

% of company

4.14%

Change vs last qtr

+10.5K (+3.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Bankwell Financial Group Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BWFG on Form N-PORT; together they hold 20.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$11.1M	188.6K	2.37%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$11M	186.5K	2.34%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$11.1M

% of company

2.37%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$11M

% of company

2.34%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Bankwell Financial Group Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LB Lawrence B Seidman 5%+ holder 13D · 10.0%	788.6K	9.89%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.890% Disclosed stake13D · 10.0% View the 13D/G filing →
GP George P. Bauer 5%+ holder 13D · 5.0%	392.2K	4.92%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.920% Disclosed stake13D · 5.0% View the 13D/G filing →

Lawrence B Seidman

5%+ holder13D · 10.0%

788.6K

% of company

9.89%

Change vs last qtr

—

Held since

—

George P. Bauer

5%+ holder13D · 5.0%

392.2K

% of company

4.92%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Bankwell Financial Group Inc.

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