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
- +218.9K (+5.7%) vs. Q1 2026
- Total value
- $60.1M
- −$2.61M (−4.2%) vs. Q1 2026
- New holders
- 14
- 27 more added
- Sold out
- 0
- 16 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 | $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, 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 |
|---|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | 1 | $15 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $29 | 0.00% | +2 | New |
| Rothschild Investment LLC | 7 | $102 | 0.00% | +7 | New |
| True Wealth Design, LLC | 10 | $145 | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 16 | $234 | 0.00% | +14+700.0% | Added |
| Essential Partners LLC | 37 | $537 | 0.00% | +36+3,600.0% | Added |
| Allworth Financial LP | 39 | $566 | 0.00% | +37+1,850.0% | Added |
| Covestor Ltd | 50 | $1.00K | 0.00% | +18+56.3% | Added |
| GAMMA Investing LLC | 73 | $1.06K | 0.00% | −12−14.1% | Reduced |
| Sterling Capital Management LLC | 92 | $1.33K | 0.00% | −66−41.8% | Reduced |
| California State Teachers Retirement System | 131 | $1.90K | 0.00% | −373−74.0% | Reduced |
| SRS Capital Advisors, Inc. | 180 | $2.61K | 0.00% | +180 | New |
| Jones Financial Companies LLLP | 279 | $4.30K | 0.00% | +279 | New |
| Royal Bank of Canada | 594 | $9.00K | 0.00% | +556+1,463.2% | Added |
| Legal & General Group Plc | 820 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 925 | $13.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 986 | $14.3K | 0.00% | +974+8,116.7% | Added |
| Tower Research Capital LLC (TRC) | 1,562 | $22.6K | 0.00% | −969−38.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,582 | $22.9K | 0.00% | −957−37.7% | Reduced |
| UBS Group AG | 1,705 | $24.7K | 0.00% | +171+11.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,052 | $29.8K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,300 | $47.9K | 0.01% | −10,037−75.3% | Reduced |
| Russell Investments Group, Ltd. | 3,706 | $53.7K | 0.00% | +2,941+384.4% | Added |
| Barclays PLC | 4,091 | $59.3K | 0.00% | −987−19.4% | Reduced |
| Vanguard Global Advisers, LLC | 4,152 | $60.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,153 | $60.9K | 0.00% | +308+8.0% | Added |
| New York State Common Retirement Fund | 4,400 | $63.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,441 | $64.4K | 0.00% | −6−0.1% | Reduced |
| Citigroup Inc | 4,509 | $65.4K | 0.00% | +3,882+619.1% | Added |
| Los Angeles Capital Management LLC | 6,189 | $89.7K | 0.00% | −904−12.7% | Reduced |
| Rhumbline Advisers | 6,526 | $94.6K | 0.00% | +31+0.5% | Added |
| Wells Fargo & Company | 8,547 | $123.9K | 0.00% | +5,113+148.9% | Added |
| Deutsche Bank AG | 9,580 | $138.9K | 0.00% | −2,251−19.0% | Reduced |
| LPL Financial LLC | 10,565 | $153.2K | 0.00% | −4,550−30.1% | Reduced |
| AQR Capital Management LLC | 11,523 | $167.1K | 0.00% | +11,523 | New |
| IFP Advisors, Inc | 12,000 | $174.0K | 0.00% | +12,000 | New |
| Squarepoint Ops LLC | 12,010 | $174.1K | 0.00% | +12,010 | New |
| Global Retirement Partners, LLC | 12,298 | $178.3K | 0.00% | +12,298 | New |
| Gsa Capital Partners LLP | 13,652 | $198.0K | 0.01% | +13,652 | New |
| Nuveen, LLC | 14,211 | $206.1K | 0.00% | +2,418+20.5% | Added |
| STRS Ohio | 14,800 | $214.6K | 0.00% | +14,800 | New |
| Stephens Inc | 16,129 | $233.9K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 16,921 | $245.4K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 21,105 | $306.0K | 0.00% | +1,832+9.5% | Added |
| Empowered Funds, LLC | 23,537 | $341.3K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 23,806 | $345.2K | 0.00% | +70.0% | Added |
| Scoggin Management LP | 25,000 | $362.5K | 0.09% | +25,000 | New |
| Arcus Capital Partners, LLC | 25,140 | $364.5K | 0.15% | +12,066+92.3% | Added |
| Goldman Sachs Group Inc | 25,598 | $371.2K | 0.00% | −11,645−31.3% | Reduced |
| Renaissance Technologies LLC | 25,800 | $374.1K | 0.00% | −2,226−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 27,944 | $405.2K | 0.00% | +3,295+13.4% | Added |
| Tempus Wealth Planning, LLC | 28,022 | $406.3K | 0.08% | 00.0% | Unchanged |
| Militia Capital Management LLC | 35,576 | $515.9K | 0.09% | +4,157+13.2% | Added |
| Smith, Moore & Co. | 38,000 | $551.0K | 0.04% | 00.0% | Unchanged |
| Morgan Stanley | 40,710 | $590.3K | 0.00% | +36,593+888.8% | Added |
| PMC FIG Opportunities LLC | 50,000 | $725.0K | 1.16% | +50,000 | New |
| Emerald Mutual Fund Advisers Trust | 54,364 | $788.3K | 0.03% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 63,942 | $927.2K | 0.00% | +4,842+8.2% | Added |
| Vanguard Portfolio Management LLC | 65,259 | $946.3K | 0.00% | +10,696+19.6% | Added |
| Northern Trust Corp | 75,480 | $1.09M | 0.00% | +7,602+11.2% | Added |
| Bridgeway Capital Management, LLC | 75,737 | $1.10M | 0.02% | −8,152−9.7% | Reduced |
| State Street Corp | 86,864 | $1.26M | 0.00% | −944−1.1% | Reduced |
| Dimensional Fund Advisors LP | 118,796 | $1.72M | 0.00% | +5,312+4.7% | Added |
| Geode Capital Management, LLC | 228,504 | $3.31M | 0.00% | +28,534+14.3% | Added |
| Vanguard Capital Management LLC | 391,576 | $5.68M | 0.00% | +723+0.2% | Added |
| US Bancorp | 469,048 | $6.80M | 0.01% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 502,201 | $7.28M | 0.05% | −99,915−16.6% | Reduced |
| BlackRock, Inc. | 520,593 | $7.55M | 0.00% | +64,355+14.1% | Added |
| Alliancebernstein L.P. | 814,507 | $12.9M | 0.00% | +14,631+1.8% | Added |
| CWM, LLC | – | – | – | – | Not filed |