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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, Q1 2023

Institutional positions in Finwise Bancorp as of Mar 31, 2023. 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
19
−4 vs. Q4 2022
Shares held
2.88M
−209.2K (−6.8%) vs. Q4 2022
Total value
$25.4M
−$3.23M (−11.3%) vs. Q4 2022
New holders
1
8 more added
Sold out
5
3 more reduced

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 19 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 15 institutionsQ1 2022: 25 institutionsQ2 2022: 24 institutionsQ3 2022: 24 institutionsQ4 2022: 23 institutionsQ1 2023: 19 institutionsQ2 2023: 23 institutionsQ3 2023: 23 institutionsQ4 2023: 33 institutionsQ1 2024: 32 institutionsQ2 2024: 30 institutionsQ3 2024: 31 institutionsQ4 2024: 36 institutionsQ1 2025: 41 institutionsQ2 2025: 47 institutionsQ3 2025: 55 institutionsQ4 2025: 60 institutionsQ1 2026: 56 institutionsQ2 2026: 69 institutions
Value heldQ1 2023: $25.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $47.3MQ1 2022: $59.2MQ2 2022: $29.8MQ3 2022: $29.6MQ4 2022: $28.6MQ1 2023: $25.4MQ2 2023: $24.1MQ3 2023: $22.4MQ4 2023: $40.6MQ1 2024: $28.4MQ2 2024: $29.8MQ3 2024: $51.4MQ4 2024: $55.1MQ1 2025: $66.1MQ2 2025: $60.1MQ3 2025: $78.0MQ4 2025: $71.8MQ1 2026: $62.7MQ2 2026: $60.1M
Institutions holding FINW and their total value by quarter
QuarterHoldersValue
Q2 202669$60.1M
Q1 202656$62.7M
Q4 202560$71.8M
Q3 202555$78.0M
Q2 202547$60.1M
Q1 202541$66.1M
Q4 202436$55.1M
Q3 202431$51.4M
Q2 202430$29.8M
Q1 202432$28.4M
Q4 202333$40.6M
Q3 202323$22.4M
Q2 202323$24.1M
Q1 202319$25.4M
Q4 202223$28.6M
Q3 202224$29.6M
Q2 202224$29.8M
Q1 202225$59.2M
Q4 202115$47.3M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q4 2022.

Institutions holding FINW in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.891,738$7.86M0.00%+26,236+3.0%Added
Basswood Capital Management, L.L.C.726,490$6.40M0.45%00.0%Unchanged
Vanguard Group Inc360,689$3.18M0.00%+6,718+1.9%Added
Emerald Mutual Fund Advisers Trust352,664$3.11M0.18%−96,547−21.5%Reduced
Gilder Gagnon Howe & Co LLC280,713$2.47M0.04%−69,732−19.9%Reduced
Geode Capital Management, LLC74,134$653.1K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC67,532$595.0K0.02%+34,240+102.8%Added
Smith, Moore & Co.25,000$220.3K0.03%00.0%Unchanged
BlackRock Inc.22,895$201.7K0.00%−31−0.1%Reduced
Dimensional Fund Advisors LP19,735$173.9K0.00%+19,735New
TownSquare Capital, LLC17,200$151.5K0.00%+6,000+53.6%Added
Renaissance Technologies LLC13,700$121.0K0.00%+1,100+8.7%Added
State Street Corp13,485$118.8K0.00%00.0%Unchanged
Northern Trust Corp11,616$102.3K0.00%+1,313+12.7%Added
UBS Group AG2,309$20.3K0.00%+1,252+118.4%Added
Tower Research Capital LLC (TRC)759$7.00K0.00%+451+146.4%Added
Morgan Stanley760$6.70K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.175$1.54K0.00%00.0%Unchanged
Wells Fargo & Company60$5290.00%00.0%Unchanged
Goldman Sachs Group Inc0$00.00%−99,077−100.0%Sold out
ELCO Management Co., LLC0$00.00%−28,599−100.0%Sold out
Citadel Advisors LLC0$00.00%−12,278−100.0%Sold out
Bank of America Corp0$00.00%−16−100.0%Sold out
JCSD Capital, LLC0$00.00%−10−100.0%Sold out