Finwise Bancorp
FINW- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001856365
No open-market purchases or sales by Finwise Bancorp insiders were filed in the last 90 days; 69 institutions reported holding it in 13F filings for Q2 2026, worth $60.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Finwise Bancorp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 69
- +14 vs. Q1 2026
- Shares held
- 4.07M
- +156.1K (+4.0%) vs. Q1 2026
- Total value
- $60.1M
- −$3.61M (−5.7%) vs. Q1 2026
- New holders
- 14
- 26 more added
- Sold out
- 0
- 17 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FINW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 69 | $60.1M |
| Q1 2026 | 56 | $63.7M |
| Q4 2025 | 60 | $72.7M |
| Q3 2025 | 55 | $80.0M |
| Q2 2025 | 47 | $61.2M |
| Q1 2025 | 41 | $66.1M |
| Q4 2024 | 36 | $55.1M |
| Q3 2024 | 31 | $51.4M |
| Q2 2024 | 30 | $29.8M |
| Q1 2024 | 32 | $28.8M |
| Q4 2023 | 33 | $40.7M |
| Q3 2023 | 23 | $22.4M |
| Q2 2023 | 23 | $24.1M |
| Q1 2023 | 19 | $25.4M |
| Q4 2022 | 23 | $28.6M |
| Q3 2022 | 24 | $29.6M |
| Q2 2022 | 24 | $29.8M |
| Q1 2022 | 25 | $59.2M |
| Q4 2021 | 15 | $47.3M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 814,507 | $12.9M | 0.00% | +14,631+1.8% | Added |
| BlackRock, Inc. | 520,593 | $7.55M | 0.00% | +64,355+14.1% | Added |
| Wasatch Advisors Inc | 502,201 | $7.28M | 0.05% | −99,915−16.6% | Reduced |
| US Bancorp | 469,048 | $6.80M | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 391,576 | $5.68M | 0.00% | +723+0.2% | Added |
| Geode Capital Management, LLC | 228,504 | $3.31M | 0.00% | +28,534+14.3% | Added |
| Dimensional Fund Advisors LP | 118,796 | $1.72M | 0.00% | +5,312+4.7% | Added |
| State Street Corp | 86,864 | $1.26M | 0.00% | −944−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 75,737 | $1.10M | 0.02% | −8,152−9.7% | Reduced |
| Northern Trust Corp | 75,480 | $1.09M | 0.00% | +7,602+11.2% | Added |
| Vanguard Portfolio Management LLC | 65,259 | $946.3K | 0.00% | +10,696+19.6% | Added |
| Vanguard Fiduciary Trust Co | 63,942 | $927.2K | 0.00% | +4,842+8.2% | Added |
| Emerald Mutual Fund Advisers Trust | 54,364 | $788.3K | 0.03% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 50,000 | $725.0K | 1.16% | +50,000 | New |
| Morgan Stanley | 40,710 | $590.3K | 0.00% | +36,593+888.8% | Added |
| Smith, Moore & Co. | 38,000 | $551.0K | 0.04% | 00.0% | Unchanged |
| Militia Capital Management LLC | 35,576 | $515.9K | 0.09% | −58,681−62.3% | Reduced |
| Tempus Wealth Planning, LLC | 28,022 | $406.3K | 0.08% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 27,944 | $405.2K | 0.00% | +3,295+13.4% | Added |
| Renaissance Technologies LLC | 25,800 | $374.1K | 0.00% | −2,226−7.9% | Reduced |
| Goldman Sachs Group Inc | 25,598 | $371.2K | 0.00% | −11,645−31.3% | Reduced |
| Arcus Capital Partners, LLC | 25,140 | $364.5K | 0.15% | +12,066+92.3% | Added |
| Scoggin Management LP | 25,000 | $362.5K | 0.09% | +25,000 | New |
| EP Wealth Advisors, LLC | 23,806 | $345.2K | 0.00% | +70.0% | Added |
| Empowered Funds, LLC | 23,537 | $341.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 21,105 | $306.0K | 0.00% | +1,832+9.5% | Added |
| Norden Group LLC | 16,921 | $245.4K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 16,129 | $233.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 14,800 | $214.6K | 0.00% | +14,800 | New |
| Nuveen, LLC | 14,211 | $206.1K | 0.00% | +2,418+20.5% | Added |
| Gsa Capital Partners LLP | 13,652 | $198.0K | 0.01% | +13,652 | New |
| Global Retirement Partners, LLC | 12,298 | $178.3K | 0.00% | +12,298 | New |
| Squarepoint Ops LLC | 12,010 | $174.1K | 0.00% | +12,010 | New |
| IFP Advisors, Inc | 12,000 | $174.0K | 0.00% | +12,000 | New |
| AQR Capital Management LLC | 11,523 | $167.1K | 0.00% | +11,523 | New |
| LPL Financial LLC | 10,565 | $153.2K | 0.00% | −4,550−30.1% | Reduced |
| Deutsche Bank AG | 9,580 | $138.9K | 0.00% | −2,251−19.0% | Reduced |
| Wells Fargo & Company | 8,547 | $123.9K | 0.00% | +5,113+148.9% | Added |
| Rhumbline Advisers | 6,526 | $94.6K | 0.00% | +31+0.5% | Added |
| Los Angeles Capital Management LLC | 6,189 | $89.7K | 0.00% | −904−12.7% | Reduced |
| Citigroup Inc | 4,509 | $65.4K | 0.00% | +3,882+619.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,441 | $64.4K | 0.00% | −6−0.1% | Reduced |
| New York State Common Retirement Fund | 4,400 | $63.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,153 | $60.9K | 0.00% | +308+8.0% | Added |
| Vanguard Global Advisers, LLC | 4,152 | $60.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,091 | $59.3K | 0.00% | −987−19.4% | Reduced |
| Russell Investments Group, Ltd. | 3,706 | $53.7K | 0.00% | +2,941+384.4% | Added |
| Globeflex Capital L P | 3,300 | $47.9K | 0.01% | −10,037−75.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,052 | $29.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,705 | $24.7K | 0.00% | +171+11.1% | Added |
| BNP Paribas Arbitrage, SA | 1,582 | $22.9K | 0.00% | −957−37.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,562 | $22.6K | 0.00% | −969−38.3% | Reduced |
| FMR LLC | 986 | $14.3K | 0.00% | +974+8,116.7% | Added |
| Ameritas Investment Partners, Inc. | 925 | $13.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 820 | $11.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 594 | $9.00K | 0.00% | +556+1,463.2% | Added |
| Jones Financial Companies LLLP | 279 | $4.30K | 0.00% | +279 | New |
| SRS Capital Advisors, Inc. | 180 | $2.61K | 0.00% | +180 | New |
| California State Teachers Retirement System | 131 | $1.90K | 0.00% | −373−74.0% | Reduced |
| Sterling Capital Management LLC | 92 | $1.33K | 0.00% | −66−41.8% | Reduced |
| GAMMA Investing LLC | 73 | $1.06K | 0.00% | −12−14.1% | Reduced |
| Covestor Ltd | 50 | $1.00K | 0.00% | +18+56.3% | Added |
| Allworth Financial LP | 39 | $566 | 0.00% | +37+1,850.0% | Added |
| Essential Partners LLC | 37 | $537 | 0.00% | +36+3,600.0% | Added |
| EverSource Wealth Advisors, LLC | 16 | $234 | 0.00% | +14+700.0% | Added |
| True Wealth Design, LLC | 10 | $145 | 0.00% | +10 | New |
| Rothschild Investment LLC | 7 | $102 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 2 | $29 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $15 | 0.00% | +1 | New |
| CWM, LLC | – | – | – | – | Not filed |