Finwise Bancorp - FINW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 767,406 | 13,767 | 0.0% | 0.0% | 1 | -4,295 | -0.56% | Q4 2025 | Feb 17, 2026 |
| WASATCH ADVISORS LP | History | New | 602,116 | 10,801 | 0.06% | — | 2 | +602,116 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 517,808 | 9,289 | 0.0% | 0.0% | 3 | +110,103 | 27.01% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 502,455 | 9,014 | 0.0% | 0.0% | 4 | +15,132 | 3.11% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 439,048 | 7,876 | 0.01% | 0.01% | 5 | +10,000 | 2.33% | Q4 2025 | Jan 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 206,561 | 3,706 | 0.0% | 0.0% | 6 | +2,416 | 1.18% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 110,643 | 1,984 | 0.0% | 0.0% | 7 | -412 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Siena Capital Partners GP, LLC | History | Reduced | 91,588 | 1,643 | 0.44% | 0.76% | 8 | -45,535 | -33.21% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 88,889 | 1,594 | 0.03% | 0.04% | 9 | +700 | 0.79% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 86,148 | 1,545 | 0.0% | 0.0% | 10 | +8,429 | 10.85% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 65,590 | 1,176 | 0.0% | 0.0% | 11 | -5,537 | -7.78% | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 54,364 | 975 | 0.05% | 0.09% | 12 | -31,060 | -36.36% | Q4 2025 | Feb 09, 2026 |
| Militia Capital Partners, LP | History | No change | 50,000 | 897 | 0.34% | 0.45% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 40,565 | 727 | 0.0% | 0.0% | 14 | +21,224 | 109.74% | Q4 2025 | Mar 25, 2026 |
| SMITH, MOORE & CO. | History | No change | 38,000 | 681 | 0.05% | 0.06% | 15 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Empowered Funds, LLC | History | No change | 28,537 | 511 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 28,022 | 502 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 27,418 | 491 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,000 | 484 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 24,000 | 430 | 0.0% | 0.0% | 20 | -1,917 | -7.4% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 20,417 | 366 | 0.0% | 0.0% | 21 | -335 | -1.61% | Q4 2025 | Feb 10, 2026 |
| NORDEN GROUP LLC | History | Added to | 16,921 | 303 | 0.03% | 0.03% | 22 | +2,721 | 19.16% | Q4 2025 | Jan 13, 2026 |
| STEPHENS INC /AR/ | History | New | 16,129 | 289 | 0.0% | — | 23 | +16,129 | New | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Added to | 14,634 | 262 | 0.0% | 0.0% | 24 | +1,786 | 13.9% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 12,655 | 227 | 0.0% | 0.0% | 25 | -1,000 | -7.32% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 12,496 | 224 | 0.0% | — | 26 | +12,496 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 11,793 | 211 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,715 | 192 | 0.0% | — | 28 | +10,715 | New | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 10,653 | 191 | 0.0% | 0.0% | 29 | +3,343 | 45.73% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,283 | 184 | 0.0% | 0.0% | 30 | +4,163 | 68.02% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,611 | 172 | 0.0% | 0.0% | 31 | +1,086 | 12.74% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 6,597 | 118 | 0.0% | 0.0% | 32 | -1,624 | -19.75% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,140 | 110 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,915 | 106 | 0.0% | 0.0% | 34 | +3,389 | 134.16% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,400 | 78 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,345 | 77 | 0.0% | 0.0% | 36 | +246 | 6.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,786 | 67 | 0.0% | 0.0% | 37 | -356 | -8.59% | Q4 2025 | Feb 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 3,401 | 61 | 0.01% | 0.01% | 38 | +101 | 3.06% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,979 | 53 | 0.0% | 0.0% | 39 | +89 | 3.08% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 2,765 | 49 | 0.0% | 0.0% | 40 | -3,493 | -55.82% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,052 | 36 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 904 | 16 | 0.0% | — | 44 | +904 | New | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 933 | 16 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 925 | 16 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 765 | 13 | 0.0% | 0.0% | 45 | +14 | 1.86% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 646 | 11 | 0.0% | 0.0% | 46 | +81 | 14.34% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 571 | 10 | 0.0% | 0.0% | 47 | +5 | 0.88% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 319 | 6 | 0.0% | — | 48 | +319 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 285 | 5 | 0.0% | 0.0% | 50 | +22 | 8.37% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 292 | 5 | 0.0% | 0.0% | 49 | -18 | -5.81% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 220 | 3 | 0.0% | 0.0% | 51 | -53 | -19.41% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 73 | 1 | 0.0% | — | 53 | +70 | 2333.33% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 68 | 1 | 0.0% | — | 54 | +68 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 83 | 1 | 0.0% | — | 55 | +48 | 137.14% | Q4 2025 | Jan 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.02% | — | -15,695 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Reduced | 27 | 0 | — | 0.0% | — | -7 | -20.59% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 17 | 0 | — | — | — | +1 | 6.25% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |