BWFGNasdaqState Commercial BanksFiscal year ends December 31
Bankwell Financial Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$64.96−0.58 (-0.88%)
Close on Oct 19, 2026
- Market cap
- $518.44M
- P/E (TTM)
- 12.1
- Dividend yield
- 1.23%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
50.8%
4M of 8M shares
Institutional holders
127
19 new, 9 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
102 buys · 18 sales
Net bought $2.48M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Lawrence B Seidman | 788,622 | 10.01% | 13D (active) amendment | Sep 12, 2025 |
| BlackRock, Inc. | 416,427 | 5.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BWFG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 493,180 | 6.19% | $28.97M | +12,875 | 0.00% |
| Dimensional Fund Advisors LP | 329,747 | 4.14% | $19.37M | +10,506 | 0.00% |
| Vanguard Capital Management LLC | 277,398 | 3.48% | $16.30M | −5,514 | 0.00% |
| Acadian Asset Management LLC | 232,761 | 2.92% | $13.67K | +68,083 | 0.02% |
| Geode Capital Management, LLC | 167,476 | 2.10% | $9.84M | +11,260 | 0.00% |
| Pacific Ridge Capital Partners, LLC | 166,709 | 2.09% | $9.79M | −1,291 | 1.78% |
| American Century Companies Inc | 158,198 | 1.98% | $9.29M | +52,207 | 0.00% |
| State Street Corp | 146,182 | 1.83% | $8.59M | +15,356 | 0.00% |
| Two Sigma Investments, LP | 118,419 | 1.49% | $6.96M | +33,349 | 0.01% |
| Siena Capital Partners GP, LLC | 116,138 | 1.46% | $6.82M | – | 1.65% |
| Hillsdale Investment Management Inc. | 111,000 | 1.39% | $6.52M | +5,100 | 0.15% |
| Aqr Capital Management LLC | 108,960 | 1.37% | $6.40M | +57,990 | 0.00% |
| Northern Trust Corp | 94,520 | 1.19% | $5.55M | +28,203 | 0.00% |
| Renaissance Technologies LLC | 93,748 | 1.18% | $5.51M | −13,800 | 0.01% |
| Banc Funds Co LLC | 90,423 | 1.13% | $5.31M | −6,000 | 0.88% |
| Wealthspire Advisors, LLC | 87,538 | 1.10% | $5.14M | New | 0.03% |
| Nuveen, LLC | 80,322 | 1.01% | $4.72M | +12,930 | 0.00% |
| Qube Research & Technologies Ltd | 74,260 | 0.93% | $4.36M | +21,599 | 0.00% |
| Goldman Sachs Group Inc | 73,456 | 0.92% | $4.32M | −17,304 | 0.00% |
| Lsv Asset Management | 69,593 | 0.87% | $4.09K | −107 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 127 | 4M | 50.8% | 19 / 53 | 32 / 9 | 1M | 0M |
| Q1 2026 | 119 | 4M | 47.3% | 18 / 48 | 31 / 7 | 1M | 0M |
| Q4 2025 | 109 | 4M | 45.9% | 19 / 46 | 28 / 6 | 0M | 0M |
| Q3 2025 | 98 | 3M | 43.4% | 20 / 39 | 19 / 5 | 1M | 0M |
| Q2 2025 | 84 | 3M | 39.7% | 10 / 30 | 25 / 4 | 0M | 0M |
| Q1 2025 | 78 | 3M | 38.3% | 11 / 19 | 28 / 2 | 0M | 0M |
| Q4 2024 | 70 | 3M | 38.2% | 5 / 30 | 13 / 4 | 0M | 0M |
| Q3 2024 | 69 | 3M | 35.7% | 9 / 25 | 13 / 4 | 1M | 0M |
| Q2 2024 | 66 | 3M | 34.5% | 8 / 26 | 21 / 6 | 0M | 0M |
| Q1 2024 | 64 | 3M | 35.1% | 2 / 20 | 23 / 9 | 0M | 0M |
| Q4 2023 | 71 | 3M | 36.6% | 8 / 28 | 15 / 3 | 0M | 0M |
| Q3 2023 | 66 | 3M | 32.6% | 6 / 20 | 19 / 7 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BWFG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 188,621 | 2.37% | $11.08M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 186,511 | 2.34% | $10.96M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 117,402 | 1.47% | $6.14M | 0.02% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 82,664 | 1.04% | $4.86M | 0.00% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 69,826 | 0.88% | $4.10M | 0.00% | Jun 30, 2026 |
| Adara Smaller Companies Fund | 65,620 | 0.82% | $3.43M | 0.42% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 65,203 | 0.82% | $4.44M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 55,344 | 0.69% | $3.25M | 0.02% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 46,909 | 0.59% | $3.20M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 41,172 | 0.52% | $2.81M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 39,065 | 0.49% | $2.66M | 0.02% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 34,777 | 0.44% | $1.82M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 34,541 | 0.43% | $1.81M | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 34,409 | 0.43% | $2.34M | 0.01% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 32,191 | 0.40% | $1.89M | 0.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ryan Jason Hildebrand | Chief Innovation Officer | 0 | – | Aug 4, 2026 |
| Christine Chivily | EVP & Chief Credit Officer | 11,865 | 0.15% | May 4, 2026 |
| Christopher R. Gruseke | CEO | 189,703 | 2.38% | Feb 11, 2026 |
| Matt McNeill | President & CBO | 48,813 | 0.61% | Feb 11, 2026 |
| Steven H. Brunner | EVP & Chief Risk Officer | 5,265 | 0.07% | Feb 10, 2026 |
| Courtney E. Sacchetti | EVP & Chief Financial Officer | 3,201 | 0.04% | Feb 10, 2026 |
| Lawrence B. Seidman | Director, 10% owner | 848,913 | 10.65% | Sep 9, 2026 |
| Carl M. Porto | Director | 27,234 | 0.34% | Sep 9, 2026 |
| Eric J. Dale | Director | 43,560 | 0.55% | Sep 9, 2026 |
| Jeffrey R. Dunne | Director | 7,836 | 0.10% | Sep 9, 2026 |
| Blake S. Drexler | Director | 38,577 | 0.48% | Sep 9, 2026 |
| Todd Lampert | Director | 20,974 | 0.26% | Jun 8, 2026 |
| Kevin D. Leitao | Director | 5,000 | 0.06% | Feb 23, 2026 |
| Darryl Demos | Director | 1,455 | 0.02% | Feb 10, 2026 |
| Anahaita N. Kotval | Director | 1,455 | 0.02% | Feb 10, 2026 |
| Angelo G. Fusaro | – | 2,273 | 0.03% | Feb 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Blake S. Drexler Director | Sep 8, 2026 | Buy | +116 | $67.11 | $7.78K | 37,049 |
| Lawrence B. Seidman Director, 10% owner | Sep 8, 2026 | Buy | +432 | $66.95 | $28.92K | 178,784 |
| Lawrence B. Seidman Director, 10% owner | Sep 8, 2026 | Buy | +283 | $66.98 | $18.96K | 25,604 |
| Lawrence B. Seidman Director, 10% owner | Sep 8, 2026 | Buy | +266 | $67.11 | $17.85K | 5,110 |
| Lawrence B. Seidman Director, 10% owner | Sep 8, 2026 | Buy | +1,956 | $66.92 | $130.90K | 225,640 |
| Lawrence B. Seidman Director, 10% owner | Sep 8, 2026 | Buy | +510 | $66.95 | $34.14K | 142,848 |
| Lawrence B. Seidman Director, 10% owner | Sep 8, 2026 | Buy | +515 | $66.94 | $34.47K | 137,253 |
| Lawrence B. Seidman Director, 10% owner | Sep 8, 2026 | Buy | +1,304 | $66.92 | $87.26K | 133,274 |
| Jeffrey R. Dunne Director | Sep 8, 2026 | Buy | +261 | $67.11 | $17.52K | 6,381 |
| Eric J. Dale Director | Sep 8, 2026 | Buy | +530 | $67.11 | $35.57K | 43,026 |
| Carl M. Porto Director | Sep 8, 2026 | Buy | +327 | $67.11 | $21.94K | 22,397 |
| Lawrence B. Seidman Director | Aug 25, 2026 | Buy | +144 | $66.01 | $9.51K | 25,321 |
| Lawrence B. Seidman Director | Aug 25, 2026 | Buy | +994 | $65.89 | $65.49K | 223,684 |
| Lawrence B. Seidman Director | Aug 25, 2026 | Buy | +259 | $65.94 | $17.08K | 142,338 |
| Lawrence B. Seidman Director | Aug 25, 2026 | Buy | +262 | $65.94 | $17.28K | 136,738 |
| Lawrence B. Seidman Director | Aug 25, 2026 | Buy | +662 | $65.90 | $43.63K | 131,970 |
| Lawrence B. Seidman Director | Aug 25, 2026 | Buy | +219 | $65.96 | $14.45K | 178,352 |
| Lawrence B. Seidman Director | Aug 7, 2026 | Buy | +1,022 | $66.63 | $68.10K | 136,476 |
| Lawrence B. Seidman Director | Aug 7, 2026 | Buy | +3,934 | $66.62 | $262.08K | 222,690 |
| Lawrence B. Seidman Director | Aug 7, 2026 | Buy | +1,012 | $66.63 | $67.43K | 142,079 |
| Lawrence B. Seidman Director | Aug 7, 2026 | Buy | +853 | $66.64 | $56.84K | 178,133 |
| Lawrence B. Seidman Director | Aug 7, 2026 | Buy | +2,621 | $66.62 | $174.61K | 131,308 |
| Lawrence B. Seidman Director | Aug 7, 2026 | Buy | +558 | $66.65 | $37.19K | 25,177 |
| Ryan Jason Hildebrand Chief Innovation Officer | Jul 31, 2026 | Sale | −2,246 | $66.74 | $149.90K | 0 |
| Ryan Jason Hildebrand Chief Innovation Officer | Jul 1, 2026 | Sale | −1,088 | $58.48 | $63.63K | 2,246 |
| Jeffrey R. Dunne Director | Jun 5, 2026 | Buy | +315 | $53.70 | $16.92K | 6,120 |
| Blake S. Drexler Director | Jun 5, 2026 | Buy | +79 | $53.70 | $4.24K | 36,933 |
| Carl M. Porto Director | Jun 5, 2026 | Buy | +370 | $53.70 | $19.87K | 22,070 |
| Eric J. Dale Director | Jun 5, 2026 | Buy | +588 | $53.70 | $31.58K | 42,496 |
| Lawrence B. Seidman Director | Jun 5, 2026 | Buy | +323 | $53.70 | $17.35K | 4,844 |
| Todd Lampert Director | Jun 5, 2026 | Sale | −3,500 | $53.59 | $187.57K | 12,366 |
| Lawrence B. Seidman Director | Jun 1, 2026 | Buy | +514 | $51.87 | $26.66K | 128,687 |
| Lawrence B. Seidman Director | Jun 1, 2026 | Buy | +542 | $51.87 | $28.11K | 135,454 |
| Lawrence B. Seidman Director | Jun 1, 2026 | Buy | +872 | $51.85 | $45.21K | 218,756 |
| Lawrence B. Seidman Director | Jun 1, 2026 | Buy | +564 | $51.87 | $29.25K | 141,067 |
| Lawrence B. Seidman Director | Jun 1, 2026 | Buy | +81 | $51.95 | $4.21K | 17,463 |
| Lawrence B. Seidman Director | Jun 1, 2026 | Buy | +710 | $51.86 | $36.82K | 177,280 |
| Lawrence B. Seidman Director | Jun 1, 2026 | Buy | +98 | $52.04 | $5.10K | 24,619 |
| Lawrence B. Seidman Director | May 15, 2026 | Buy | +170 | $49.92 | $8.49K | 217,884 |
| Lawrence B. Seidman Director | May 13, 2026 | Buy | +104 | $50.24 | $5.22K | 24,521 |
| Lawrence B. Seidman Director | May 13, 2026 | Buy | +149 | $50.18 | $7.48K | 176,570 |
| Lawrence B. Seidman Director | May 13, 2026 | Buy | +488 | $50.09 | $24.44K | 128,173 |
| Lawrence B. Seidman Director | May 13, 2026 | Buy | +810 | $50.07 | $40.56K | 217,714 |
| Lawrence B. Seidman Director | May 13, 2026 | Buy | +200 | $50.14 | $10.03K | 140,503 |
| Lawrence B. Seidman Director | May 13, 2026 | Buy | +179 | $50.16 | $8.98K | 134,912 |
| Christine Chivily EVP & Chief Credit Officer | May 1, 2026 | Sale | −4,321 | $52.16 | $225.38K | 11,865 |
| Lawrence B. Seidman Director | Mar 13, 2026 | Buy | +531 | $46.99 | $24.95K | 24,417 |
| Lawrence B. Seidman Director | Mar 13, 2026 | Buy | +4,085 | $46.95 | $191.79K | 216,904 |
| Lawrence B. Seidman Director | Mar 13, 2026 | Buy | +1,259 | $46.96 | $59.12K | 140,303 |
| Lawrence B. Seidman Director | Mar 13, 2026 | Buy | +754 | $46.98 | $35.42K | 176,421 |
| Lawrence B. Seidman Director | Mar 13, 2026 | Buy | +2,460 | $46.96 | $115.52K | 127,685 |
| Lawrence B. Seidman Director | Mar 13, 2026 | Buy | +911 | $46.97 | $42.79K | 134,733 |
| Lawrence B. Seidman Director | Mar 12, 2026 | Buy | +2,460 | $46.87 | $115.30K | 125,225 |
| Lawrence B. Seidman Director | Mar 12, 2026 | Buy | +4,085 | $46.87 | $191.46K | 212,819 |
| Lawrence B. Seidman Director | Mar 12, 2026 | Buy | +531 | $46.90 | $24.90K | 23,886 |
| Lawrence B. Seidman Director | Mar 12, 2026 | Buy | +911 | $46.88 | $42.71K | 133,822 |
| Lawrence B. Seidman Director | Mar 12, 2026 | Buy | +1,259 | $46.88 | $59.02K | 139,044 |
| Lawrence B. Seidman Director | Mar 12, 2026 | Buy | +754 | $46.89 | $35.36K | 175,667 |
| Lawrence B. Seidman Director | Mar 11, 2026 | Buy | +4,085 | $46.64 | $190.52K | 208,734 |
| Lawrence B. Seidman Director | Mar 11, 2026 | Buy | +1,259 | $46.65 | $58.73K | 137,785 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ryan Jason Hildebrand Chief Innovation Officer | Aug 4, 2026 | 2,246 | $149.91K | Jul 31, 2026 | Retained shares from restricted Stock Vesting |
| Ryan Jason Hildebrand Chief Innovation Officer | Jul 1, 2026 | 1,088 | $63.63K | Jul 1, 2026 | Restricted Stock Vesting |
| Lampert Todd Director | Jun 5, 2026 | 3,500 | $187.58K | Jun 5, 2026 | Director Compensation |
| Christine Chivily Officer | May 1, 2026 | 4,321 | $225.21K | May 1, 2026 | RSU |
| Courtney E. Sacchetti Officer, EVP CHIEF FINANCIAL OFFICER | Feb 9, 2026 | 1,062 | $52.87K | Feb 9, 2026 | RESTRICTED STOCK VESTING |
| Christopher R. Gruseke CEO | Feb 9, 2026 | 5,056 | $251.75K | Feb 9, 2026 | Restricted Stock Vesting |
| Steven H. Brunner EVP & Chief Risk Officer | Feb 9, 2026 | 1,876 | $93.52K | Feb 9, 2026 | Restricted stock vesting |
| Christine Chivily EVP & Chief Credit Officer | Feb 9, 2026 | 1,985 | $98.85K | Feb 9, 2026 | Restricted stock vesting |
| Matt McNeill Officer, PRESIDENT AND CBO | Feb 9, 2026 | 3,794 | $189.07K | Feb 9, 2026 | RESTRICTED STOCK VESTING |
| Christine Chivily Officer | Nov 14, 2025 | 2,533 | $116.16K | Nov 12, 2025 | RSUs |
| Steven H. Brunner Officer, EVP & Chief Risk Officer | Sep 2, 2025 | 245 | $10.18K | Sep 2, 2025 | Restricted Stock Vesting |
| Lampert Todd Director | Aug 28, 2025 | 3,300 | $139.56K | Aug 28, 2025 | Director Compensation |
| Lampert Todd Director | Aug 27, 2025 | 2,000 | $85.14K | Aug 27, 2025 | Director Compensation |
| Christine Chivily Officer, EVP & Chief Credit Officer | Jul 1, 2025 | 389 | $14.23K | Jul 1, 2025 | Restricted Stock Vesting |
| Ryan Jason Hildebrand Officer, Chief Innovation Officer | Jul 1, 2025 | 1,282 | $47.25K | Jul 1, 2025 | Restricted Stock Vesting |