Advisor Group Holdings, Inc.
- SEC CIK
- 0001677044
- Latest filing
- Aug 14, 2026
FINW holding history
Finwise Bancorp in every 13F filed by Advisor Group Holdings, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FINW overviewAll 13F holders of FINWFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −668−100.0% | Sold out | Holders |
| Q3 2024 | 668 | $10.4K | <0.1% | +668 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −34,398−100.0% | Sold out | Holders |
| Q4 2023 | 34,398 | $492.2K | <0.1% | +34,158+14,232.5% | Added | Holders |
| Q3 2023 | 240 | $2.07K | <0.1% | +120+100.0% | Added | Holders |
| Q2 2023 | 120 | $1.07K | <0.1% | −55−31.4% | Reduced | Holders |
| Q1 2023 | 175 | $1.54K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 175 | $2.00K | <0.1% | −6,200−97.3% | Reduced | Holders |
| Q3 2022 | 6,375 | $58.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 6,375 | $59.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 6,375 | $109.0K | <0.1% | +6,375 | New | Holders |