Bankwell Financial Group, Inc.
US ˙ NasdaqGM ˙ US06654A1034

SecurityBWFG / Bankwell Financial Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership319,241 shares
Latest Disclosed Value $ 15,489,368
Dimensional Fund Advisors Lp reports 1.52% increase in ownership of BWFG / Bankwell Financial Group, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 319,241 shares of Bankwell Financial Group, Inc. (US:BWFG) valued at $15,489,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 314,446 shares of Bankwell Financial Group, Inc.. This represents a change in shares of 1.52% during the quarter. The current value of the position is $16,410,584 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F BANKWELL FINL GROUP COM 06654A103 319,241 4,795 1.52 15,489 7.50 0.0032
2026-02-12 2025-12-31 13F BANKWELL FINL GROUP COM 06654A103 314,446 1,252 0.40 14,409 3.96 0.0030
2025-11-12 2025-09-30 13F BANKWELL FINL GROUP COM 06654A103 313,194 10,891 3.60 13,860 27.24 0.0030
2025-08-12 2025-06-30 13F BANKWELL FINL GROUP COM 06654A103 302,303 9,010 3.07 10,892 23.06 0.0025
2025-05-13 2025-03-31 13F BANKWELL FINL GROUP COM 06654A103 293,293 4,422 1.53 8,851 -1.63 0.0022
2025-02-13 2024-12-31 13F BANKWELL FINL GROUP COM 06654A103 288,871 7,363 2.62 8,998 6.73 0.0022
2024-11-07 2024-09-30 13F BANKWELL FINL GROUP COM 06654A103 281,508 1,641 0.59 8,431 18.75 0.0020
2024-08-09 2024-06-30 13F BANKWELL FINL GROUP COM 06654A103 279,867 755 0.27 7,100 -1.93 0.0019
2024-05-10 2024-03-31 13F BANKWELL FINL GROUP COM 06654A103 279,112 10,388 3.87 7,240 -10.73 0.0020
2024-02-07 2023-12-31 13F BANKWELL FINL GROUP COM 06654A103 268,724 9,546 3.68 8,110 28.93 0.0024
2023-11-09 2023-09-30 13F BANKWELL FINL GROUP COM 06654A103 259,178 -3,565 -1.36 6,290 -1.80 0.0021
2023-08-09 2023-06-30 13F BANKWELL FINL GROUP COM 06654A103 262,743 6,846 2.68 6,406 0.69 0.0020
2023-05-12 2023-03-31 13F BANKWELL FINL GROUP COM 06654A103 255,897 9,065 3.67 6,362 90,771.43 0.0021
2023-02-09 2022-12-31 13F BANKWELL FINL GROUP COM 06654A103 246,832 271 0.11 7 -99.90 0.0021
2022-11-10 2022-09-30 13F BANKWELL FINL GROUP COM 06654A103 246,561 13,843 5.95 7,179 -0.64 0.0028
2022-08-12 2022-06-30 13F BANKWELL FINL GROUP COM 06654A103 232,718 21,114 9.98 7,225 0.92 0.0026
2022-05-13 2022-03-31 13F BANKWELL FINL GROUP COM 06654A103 211,604 7,058 3.45 7,159 6.58 0.0022
2022-02-09 2021-12-31 13F BANKWELL FINL GROUP COM 06654A103 204,546 5,605 2.82 6,717 14.72 0.0020
2021-11-12 2021-09-30 13F BANKWELL FINL GROUP COM 06654A103 198,941 11,358 6.05 5,855 12.92 0.0019
2021-08-12 2021-06-30 13F BANKWELL FINL GROUP COM 06654A103 187,583 18,042 10.64 5,185 13.48 0.0016
2021-05-14 2021-03-31 13F BANKWELL FINL GROUP COM 06654A103 169,541 4,509 2.73 4,569 41.63 0.0015
2021-03-08 2020-12-31 13F/A-2 BANKWELL FINL GROUP COM 06654A103 165,032 4,380 2.73 3,226 41.93 0.0012
2021-02-11 2020-12-31 13F BANKWELL FINL GROUP COM 06654A103 165,032 4,380 3,226 1,165.0597
2020-11-12 2020-09-30 13F BANKWELL FINL GROUP COM 06654A103 160,652 0 0.00 2,273 -11.00 0.0010
2020-08-13 2020-06-30 13F BANKWELL FINL GROUP COM 06654A103 160,652 3,674 2.34 2,554 6.59 0.0011
2020-05-14 2020-03-31 13F BANKWELL FINL GROUP COM 06654A103 156,978 12,488 8.64 2,396 -42.50 0.0012
2020-02-14 2019-12-31 13F BANKWELL FINL GROUP COM 06654A103 144,490 8,939 6.59 4,167 11.78 0.0015
2019-11-12 2019-09-30 13F BANKWELL FINL GROUP COM 06654A103 135,551 3,685 2.79 3,728 -1.51 0.0014
2019-08-13 2019-06-30 13F BANKWELL FINL GROUP COM 06654A103 131,866 10,120 8.31 3,785 6.56 0.0015
2019-08-12 2019-03-31 13F/A-2 BANKWELL FINL GROUP COM 06654A103 121,746 22,357 22.49 3,552 24.50 0.0014
2019-05-10 2019-03-31 13F BANKWELL FINL GROUP COM 06654A103 121,746 22,357 3,552
2019-02-26 2018-12-31 13F/A-1 BANKWELL FINL GROUP COM 06654A103 99,389 22,973 30.06 2,853 19.07 0.0013
2019-02-13 2018-12-31 13F BANKWELL FINL GROUP COM 06654A103 99,389 22,973 2,853
2018-11-13 2018-09-30 13F BANKWELL FINL GROUP COM 06654A103 76,416 10,752 16.37 2,396 13.50 0.0009
2018-08-10 2018-06-30 13F BANKWELL FINL GROUP COM 06654A103 65,664 17,672 36.82 2,111 36.28 0.0008
2018-05-11 2018-03-31 13F BANKWELL FINL GROUP COM 06654A103 47,992 15,543 47.90 1,549 38.92 0.0006
2018-02-12 2017-12-31 13F BANKWELL FINL GROUP COM 06654A103 32,449 14,999 85.95 1,115 72.87 0.0005
2017-11-13 2017-09-30 13F BANKWELL FINL GROUP COM 06654A103 17,450 9,176 110.90 645 150.00 0.0003
2017-08-11 2017-06-30 13F BANKWELL FINL GROUP COM 06654A103 8,274 8,274 258 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.