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, Q3 2023
Institutional positions in Finwise Bancorp as of Sep 30, 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
- 23
- +1 vs. Q2 2023
- Shares held
- 2.59M
- −81.6K (−3.1%) vs. Q2 2023
- Total value
- $22.4M
- −$1.50M (−6.3%) vs. Q2 2023
- New holders
- 4
- 11 more added
- Sold out
- 3
- 7 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 | $62.7M |
| Q4 2025 | 60 | $71.8M |
| Q3 2025 | 55 | $78.0M |
| Q2 2025 | 47 | $60.1M |
| Q1 2025 | 41 | $66.1M |
| Q4 2024 | 36 | $55.1M |
| Q3 2024 | 31 | $51.4M |
| Q2 2024 | 30 | $29.8M |
| Q1 2024 | 32 | $28.4M |
| Q4 2023 | 33 | $40.6M |
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 961,548 | $8.31M | 0.00% | +28,211+3.0% | Added |
| Vanguard Group Inc | 363,789 | $3.14M | 0.00% | +3,100+0.9% | Added |
| Emerald Mutual Fund Advisers Trust | 344,137 | $2.97M | 0.18% | −5,041−1.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 251,506 | $2.17M | 0.03% | −10,803−4.1% | Reduced |
| Basswood Capital Management, L.L.C. | 244,150 | $2.11M | 0.16% | −196,202−44.6% | Reduced |
| Siena Capital Partners GP, LLC | 97,436 | $872.1K | 0.31% | +64,470+195.6% | Added |
| Bridgeway Capital Management, LLC | 79,992 | $691.1K | 0.02% | +11,964+17.6% | Added |
| Geode Capital Management, LLC | 66,569 | $575.3K | 0.00% | −7,989−10.7% | Reduced |
| Dimensional Fund Advisors LP | 35,716 | $308.6K | 0.00% | +8,272+30.1% | Added |
| BlackRock Inc. | 25,064 | $216.6K | 0.00% | −1,001−3.8% | Reduced |
| Smith, Moore & Co. | 25,000 | $216.0K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 16,000 | $138.2K | 0.00% | +1,264+8.6% | Added |
| Renaissance Technologies LLC | 15,900 | $137.0K | 0.00% | +1,600+11.2% | Added |
| TownSquare Capital, LLC | 15,695 | $135.6K | 0.00% | −1,505−8.8% | Reduced |
| Lloyd Advisory Services, LLC. | 15,695 | $135.6K | 0.04% | +15,695 | New |
| Norden Group LLC | 15,695 | $135.6K | 0.04% | +15,695 | New |
| State Street Corp | 14,285 | $123.4K | 0.00% | +800+5.9% | Added |
| Tower Research Capital LLC (TRC) | 1,814 | $15.7K | 0.00% | +847+87.6% | Added |
| Barclays PLC | 1,267 | $10.9K | 0.00% | +1,267 | New |
| UBS Group AG | 477 | $4.12K | 0.00% | +55+13.0% | Added |
| Advisor Group Holdings, Inc. | 240 | $2.07K | 0.00% | +120+100.0% | Added |
| Wells Fargo & Company | 48 | $415 | 0.00% | −15−23.8% | Reduced |
| Bank of America Corp | 29 | $251 | 0.00% | +29 | New |
| Northern Trust Corp | 0 | $0 | 0.00% | −11,616−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |