Finwise Bancorp 13F holders
69 funds reported a position in Finwise Bancorp in their 13F for the quarter ended 30 June 2026, together 4.1 million shares worth $60.1 million. Against the quarter before, 13 opened a position, 25 added, 17 trimmed and 0 sold out; together they bought a net 143,776 shares. The largest holders: AllianceBernstein L.P., BlackRock, Inc. and Wasatch Advisors LP.
Funds holding69+13 on Q1 2026
Shares they held4.1Mworth $60.1 million
Net bought on the quarter143,776 sharesabout $2.1 million at the funds' values
Funds buying to selling38 to 17opened or added, to cut or sold
Opened 13Added 25Held 13Trimmed 17
What each fund did in FINW against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in FINW in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 15 reported a position in Finwise Bancorp: 3 opened one, 5 added, 3 trimmed and 1 sold out, a net 241,435 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Wasatch Advisors LP | -266,785 | 235,416 | trimmed | 13F |
| Strs Ohio | +24,100 | 38,900 | added | 13F |
| Fortitude Family Office, LLC | +583 | 583 | new | 13F |
| Gamma Investing LLC | +323 | 396 | added | 13F |
| Sterling Capital Management LLC | +180 | 272 | added | 13F |
| Covestor Ltd | +93 | 143 | added | 13F |
| Parkside Financial Bank & Trust | +75 | 75 | new | 13F |
| SJS Investment Consulting Inc. | +31 | 31 | new | 13F |
| Essential Partners LLC | -29 | 8 | trimmed | 13F |
| True Wealth Design, LLC | -8 | 2 | trimmed | 13F |
| Farther Finance Advisors, LLC | +3 | 5 | added | 13F |
| Wealth Enhancement Trust Services, Inc. | -1 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 3 reported a position in Finwise Bancorp in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 228,504 shares worth $3.3 million, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 1 trimmed or sold out; together they bought a net 27,282 shares, about $395,589 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 228,504 | $3.3 million | 0.0% | +28,534 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 25,800 | $374,100 | 0.0% | -2,226 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 986 | $14,297 | 0.0% | +974 | added | 30 June 2026 | 13F |
Value is what the fund reported.
Read more
Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| AllianceBernstein L.P. | 814,507 | 20.03% | $12.9 million | 0.00% | +14,631 | 13F |
| BlackRock, Inc. | 520,593 | 12.80% | $7.5 million | 0.00% | +64,355 | 13F |
| Wasatch Advisors LP | 502,201 | 12.35% | $7.3 million | 0.05% | -99,915 | 13F |
| US Bancorp | 469,048 | 11.54% | $6.8 million | 0.01% | no change | 13F |
| Vanguard Capital Management LLC | 391,576 | 9.63% | $5.7 million | 0.00% | +723 | 13F |
| Geode Capital Management, LLC | 228,504 | 5.62% | $3.3 million | 0.00% | +28,534 | 13F |
| Dimensional Fund Advisors LP | 118,796 | 2.92% | $1.7 million | 0.00% | +5,312 | 13F |
| State Street Corp. | 86,864 | 2.14% | $1.3 million | 0.00% | -944 | 13F |
| Bridgeway Capital Management, LLC | 75,737 | 1.86% | $1.1 million | 0.02% | -8,152 | 13F |
| Northern Trust Corp. | 75,480 | 1.86% | $1.1 million | 0.00% | +7,602 | 13F |
| Vanguard Portfolio Management LLC | 65,259 | 1.61% | $946,256 | 0.00% | +10,696 | 13F |
| Vanguard Fiduciary Trust Co. | 63,942 | 1.57% | $927,159 | 0.00% | +4,842 | 13F |
| Emerald Mutual Fund Advisers Trust | 54,364 | 1.34% | $788,278 | 0.03% | no change | 13F |
| PMC FIG Opportunities LLC | 50,000 | 1.23% | $725,000 | 1.17% | new | 13F |
| Morgan Stanley | 40,710 | 1.00% | $590,296 | 0.00% | +36,593 | 13F |
| Smith, Moore & Co. | 38,000 | 0.93% | $551,000 | 0.04% | no change | 13F |
| Militia Capital Management LLC | 35,576 | 0.87% | $515,852 | 0.09% | -58,681 | 13F |
| Tempus Wealth Planning, LLC | 28,022 | 0.69% | $406,319 | 0.08% | no change | 13F |
| Charles Schwab Investment Management Inc. | 27,944 | 0.69% | $405,188 | 0.00% | +3,295 | 13F |
| Renaissance Technologies LLC | 25,800 | 0.63% | $374,100 | 0.00% | -2,226 | 13F |
| Goldman Sachs Group Inc. | 25,598 | 0.63% | $371,171 | 0.00% | -11,645 | 13F |
| Arcus Capital Partners, LLC | 25,140 | 0.62% | $364,530 | 0.15% | +12,066 | 13F |
| Scoggin Management LP | 25,000 | 0.61% | $362,500 | 0.09% | new | 13F |
| EP Wealth Advisors, LLC | 23,806 | 0.59% | $345,187 | 0.00% | +7 | 13F |
| Empowered Funds, LLC | 23,537 | 0.58% | $341,287 | 0.00% | no change | 13F |
| Bank of New York Mellon Corp | 21,105 | 0.52% | $306,023 | 0.00% | +1,832 | 13F |
| Norden Group LLC | 16,921 | 0.42% | $245,355 | 0.02% | no change | 13F |
| Stephens Inc. | 16,129 | 0.40% | $233,871 | 0.00% | no change | 13F |
| Strs Ohio | 14,800 | 0.36% | $214,600 | 0.00% | new | 13F |
| Nuveen, LLC | 14,211 | 0.35% | $206,060 | 0.00% | +2,418 | 13F |
| Gsa Capital Partners LLP | 13,652 | 0.34% | $198,000 | 0.01% | new | 13F |
| Global Retirement Partners, LLC | 12,298 | 0.30% | $178,321 | 0.00% | first 13F | 13F |
| Squarepoint Ops LLC | 12,010 | 0.30% | $174,145 | 0.00% | new | 13F |
| IFP Advisors, Inc | 12,000 | 0.30% | $174,000 | 0.00% | new | 13F |
| AQR Capital Management LLC | 11,523 | 0.28% | $167,084 | 0.00% | new | 13F |
| LPL Financial LLC | 10,565 | 0.26% | $153,193 | 0.00% | -4,550 | 13F |
| Deutsche Bank AG | 9,580 | 0.24% | $138,911 | 0.00% | -2,251 | 13F |
| Wells Fargo & Company | 8,547 | 0.21% | $123,932 | 0.00% | +5,113 | 13F |
| Rhumbline Advisers | 6,526 | 0.16% | $94,625 | 0.00% | +31 | 13F |
| Los Angeles Capital Management LLC | 6,189 | 0.15% | $89,741 | 0.00% | -904 | 13F |
| Citigroup Inc. | 4,509 | 0.11% | $65,381 | 0.00% | +3,882 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 4,441 | 0.11% | $64,395 | 0.00% | -6 | 13F |
| New York State Common Retirement Fund | 4,400 | 0.11% | $63,800 | 0.00% | no change | 13F |
| JPMorgan Chase & Co. | 4,153 | 0.10% | $60,925 | 0.00% | +308 | 13F |
| Vanguard Global Advisers, LLC | 4,152 | 0.10% | $60,204 | 0.00% | no change | 13F |
| Barclays PLC | 4,091 | 0.10% | $59,320 | 0.00% | -987 | 13F |
| Russell Investments Group, Ltd. | 3,706 | 0.09% | $53,737 | 0.00% | +2,941 | 13F |
| Globeflex Capital L P | 3,300 | 0.08% | $47,850 | 0.01% | -10,037 | 13F |
| Police & Firemen's Retirement System of New Jersey | 2,052 | 0.05% | $29,754 | 0.00% | no change | 13F |
| UBS Group AG | 1,705 | 0.04% | $24,723 | 0.00% | +171 | 13F |
The 50 largest of the 69 funds that reported a position in FINW in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 11 February 2026 | 13G/A | Wasatch Advisors LP and 1 other | 602,116 | 4.4% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 14 August 2026 | 23 | $13.88 | SEC |
| 13 August 2026 | 188 | $13.94 | SEC |
| 3 August 2026 | 9 | $13.76 | SEC |
| 28 July 2026 | 173 | $13.75 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.