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.
Q3 2023 vs. Q2 2023
How the institutions holding Finwise Bancorp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 23 | 1 | 23 | +1 |
| Shares | 2.69M | 14.7K | 2.59M | −81.6K (−3.1%) |
| Value | $24.1M | $131.9K | $22.4M | −$1.50M (−6.3%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Finwise Bancorp at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | 15,695 | $135.6K | 0.04% |
| Norden Group LLC | 15,695 | $135.6K | 0.04% |
| Barclays PLC | 1,267 | $10.9K | 0.00% |
| Bank of America Corp | 29 | $251 | 0.00% |
Sold out (3)
Institutions that held Finwise Bancorp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Northern Trust Corp | 11,616 | $104.0K |
| Morgan Stanley | 760 | $6.80K |
| Royal Bank of Canada | 29 | $0 |
Not filed for Q3 2023 yet (1)
Institutions that held Finwise Bancorp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 14,736 | $131.9K |