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 2026
Institutional positions in Finwise Bancorp as of Mar 31, 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
- 56
- −1 vs. Q4 2025
- Shares held
- 3.85M
- +425.0K (+12.4%) vs. Q4 2025
- Total value
- $62.7M
- +$1.29M (+2.1%) vs. Q4 2025
- New holders
- 7
- 19 more added
- Sold out
- 8
- 18 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Finwise Bancorp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2 | $32 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 2 | $32 | 0.00% | +2 | New |
| FMR LLC | 12 | $190 | 0.00% | −61−83.6% | Reduced |
| CWM, LLC | 37 | $587 | 0.00% | +20+117.6% | Added |
| Royal Bank of Canada | 38 | $1.00K | 0.00% | −281−88.1% | Reduced |
| Covestor Ltd | 32 | $1.00K | 0.00% | +5+18.5% | Added |
| GAMMA Investing LLC | 85 | $1.35K | 0.00% | +2+2.4% | Added |
| Sterling Capital Management LLC | 158 | $2.51K | 0.00% | −127−44.6% | Reduced |
| California State Teachers Retirement System | 504 | $7.99K | 0.00% | −67−11.7% | Reduced |
| Citigroup Inc | 627 | $9.95K | 0.00% | +407+185.0% | Added |
| Russell Investments Group, Ltd. | 765 | $12.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 820 | $13.0K | 0.00% | −113−12.1% | Reduced |
| Ameritas Investment Partners, Inc. | 925 | $14.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,534 | $24.3K | 0.00% | −1,231−44.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,052 | $32.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,531 | $40.1K | 0.00% | +1,885+291.8% | Added |
| BNP Paribas Arbitrage, SA | 2,539 | $40.3K | 0.00% | −440−14.8% | Reduced |
| Wells Fargo & Company | 3,434 | $54.5K | 0.00% | −6,849−66.6% | Reduced |
| JPMorgan Chase & Co | 3,845 | $61.1K | 0.00% | +59+1.6% | Added |
| Morgan Stanley | 4,117 | $65.3K | 0.00% | −6,536−61.4% | Reduced |
| Vanguard Global Advisers, LLC | 4,152 | $65.9K | 0.00% | +4,152 | New |
| New York State Common Retirement Fund | 4,400 | $69.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,447 | $70.5K | 0.00% | +102+2.3% | Added |
| Barclays PLC | 5,078 | $80.5K | 0.00% | −9,556−65.3% | Reduced |
| Rhumbline Advisers | 6,495 | $103.0K | 0.00% | −102−1.5% | Reduced |
| Los Angeles Capital Management LLC | 7,093 | $112.5K | 0.00% | +6,189+684.6% | Added |
| Nuveen, LLC | 11,793 | $187.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,831 | $187.6K | 0.00% | +2,220+23.1% | Added |
| Arcus Capital Partners, LLC | 13,074 | $207.4K | 0.07% | +2,900+28.5% | Added |
| Globeflex Capital L P | 13,337 | $211.5K | 0.03% | +9,936+292.1% | Added |
| LPL Financial LLC | 15,115 | $239.7K | 0.00% | +2,460+19.4% | Added |
| Stephens Inc | 16,129 | $255.8K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 16,921 | $268.4K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,273 | $305.7K | 0.00% | −1,144−5.6% | Reduced |
| Empowered Funds, LLC | 23,537 | $373.3K | 0.00% | −5,000−17.5% | Reduced |
| EP Wealth Advisors, LLC | 23,799 | $377.5K | 0.00% | +13,084+122.1% | Added |
| Charles Schwab Investment Management Inc | 24,649 | $390.9K | 0.00% | −2,769−10.1% | Reduced |
| Tempus Wealth Planning, LLC | 28,022 | $444.4K | 0.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 28,026 | $444.5K | 0.00% | +4,026+16.8% | Added |
| Militia Capital Management LLC | 31,419 | $498.3K | 0.11% | +31,419 | New |
| Goldman Sachs Group Inc | 37,243 | $590.7K | 0.00% | −3,322−8.2% | Reduced |
| Smith, Moore & Co. | 38,000 | $602.7K | 0.04% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 54,364 | $862.2K | 0.04% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 54,563 | $865.4K | 0.00% | +54,563 | New |
| Vanguard Fiduciary Trust Co | 59,100 | $937.3K | 0.00% | +59,100 | New |
| Northern Trust Corp | 67,878 | $1.08M | 0.00% | +2,288+3.5% | Added |
| Bridgeway Capital Management, LLC | 83,889 | $1.33M | 0.03% | −5,000−5.6% | Reduced |
| State Street Corp | 87,808 | $1.39M | 0.00% | +1,660+1.9% | Added |
| Dimensional Fund Advisors LP | 113,484 | $1.80M | 0.00% | +2,841+2.6% | Added |
| Geode Capital Management, LLC | 199,970 | $3.17M | 0.00% | −6,591−3.2% | Reduced |
| Vanguard Capital Management LLC | 390,853 | $6.20M | 0.00% | +390,853 | New |
| BlackRock, Inc. | 456,238 | $7.24M | 0.00% | −61,570−11.9% | Reduced |
| US Bancorp | 469,048 | $7.44M | 0.01% | +30,000+6.8% | Added |
| Wasatch Advisors Inc | 602,116 | $9.55M | 0.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 799,876 | $14.3M | 0.00% | +32,470+4.2% | Added |
| Siena Capital Partners GP, LLC | 0 | $0 | 0.00% | −91,588−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,496−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −5,915−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Militia Capital Partners, LP | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |