Finwise Bancorp (FINW) — Institutional Holders, Q2 2026
70 institutional investment managers reported a FINW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $60.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FINW in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +64,355 sh+$933.1K
- PMC FIG OpportunitiesNew · +50,000 sh+$725.0K
- MORGAN STANLEYAdded · +36,593 sh+$530.6K
- GEODE CAPITAL MANAGEMENTAdded · +28,534 sh+$413.7K
- SCOGGIN MANAGEMENTNew · +25,000 sh+$362.5K
Biggest sellers
- WASATCH ADVISORSTrimmed · -99,915 sh-$1.4M
- GOLDMAN SACHS GROUPTrimmed · -11,645 sh-$168.9K
- GLOBEFLEX CAPITAL L PTrimmed · -10,037 sh-$145.5K
- BRIDGEWAY CAPITAL MANAGEMENTTrimmed · -8,152 sh-$118.2K
- LPL FinancialTrimmed · -4,550 sh-$66.0K
FINW 13F holders ranked 1–70 of 70
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P.#1 · 814,507 sh | 814,507 | $12.9M | <0.01% | +1.8% |
| 2 | BlackRock#2 · 520,593 sh | 520,593 | $7.5M | <0.01% | +14.1% |
| 3 | WASATCH ADVISORS#3 · 502,201 sh | 502,201 | $7.3M | — | -16.6% |
| 4 | US BANCORP \DE\#4 · 469,048 sh | 469,048 | $6.8M | <0.01% | 0.0% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 391,576 sh | 391,576 | $5.7M | <0.01% | +0.2% |
| 6 | GEODE CAPITAL MANAGEMENT#6 · 228,504 sh | 228,504 | $3.3M | <0.01% | +14.3% |
| 7 | DIMENSIONAL FUND ADVISORS#7 · 118,796 sh | 118,796 | $1.7M | <0.01% | +4.7% |
| 8 | STATE STREET#8 · 86,864 sh | 86,864 | $1.3M | 0.00% | -1.1% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT#9 · 75,737 sh | 75,737 | $1.1M | 0.02% | -9.7% |
| 10 | NORTHERN#10 · 75,480 sh | 75,480 | $1.1M | <0.01% | +11.2% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT#11 · 65,259 sh | 65,259 | $946.3K | 0.00% | +19.6% |
| 12 | VANGUARD FIDUCIARY#12 · 63,942 sh | 63,942 | $927.2K | <0.01% | +8.2% |
| 13 | EMERALD MUTUAL FUND ADVISERS#13 · 54,364 sh | 54,364 | $788.3K | 0.03% | 0.0% |
| 14 | PMC FIG Opportunities#14 · 50,000 sh | 50,000 | $725.0K | 1.16% | New |
| 15 | MORGAN STANLEY#15 · 40,710 sh | 40,710 | $590.3K | 0.00% | +888.8% |
| 16 | SMITH, MOORE#16 · 38,000 sh | 38,000 | $551.0K | 0.04% | 0.0% |
| 17 | Militia Capital Management#17 · 35,576 sh | 35,576 | $515.9K | 0.02% | +13.2% |
| 18 | Tempus Wealth Planning#18 · 28,022 sh | 28,022 | $406.3K | — | 0.0% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT#19 · 27,944 sh | 27,944 | $405.2K | <0.01% | +13.4% |
| 20 | RENAISSANCE TECHNOLOGIES#20 · 25,800 sh | 25,800 | $374.1K | <0.01% | -7.9% |
| 21 | GOLDMAN SACHS GROUP#21 · 25,598 sh | 25,598 | $371.2K | 0.00% | -31.3% |
| 22 | Arcus Capital Partners#22 · 25,140 sh | 25,140 | $364.5K | 0.15% | +92.3% |
| 23 | SCOGGIN MANAGEMENT#23 · 25,000 sh | 25,000 | $362.5K | 0.04% | New |
| 24 | EP Wealth Advisors#24 · 23,806 sh | 23,806 | $345.2K | <0.01% | 0.0% |
| 25 | Empowered Funds#25 · 23,537 sh | 23,537 | $341.3K | <0.01% | 0.0% |
| 26 | Bank of New York Mellon#26 · 21,105 sh | 21,105 | $306.0K | <0.01% | +9.5% |
| 27 | NORDEN GROUP#27 · 16,921 sh | 16,921 | $245.4K | — | 0.0% |
| 28 | STEPHENS#28 · 16,129 sh | 16,129 | $233.9K | <0.01% | 0.0% |
| 29 | STRS OHIO#29 · 14,800 sh | 14,800 | $214.6K | <0.01% | New |
| 30 | Nuveen#30 · 14,211 sh | 14,211 | $206.1K | 0.00% | +20.5% |
| 31 | GSA CAPITAL PARTNERS LLP#31 · 13,652 sh | 13,652 | $198.0K | 0.01% | New |
| 32 | Global Retirement Partners#32 · 12,298 sh | 12,298 | $178.3K | <0.01% | — |
| 33 | Squarepoint Ops#33 · 12,010 sh | 12,010 | $174.1K | <0.01% | New |
| 34 | IFP Advisors#34 · 12,000 sh | 12,000 | $174.0K | — | New |
| 35 | AQR CAPITAL MANAGEMENT#35 · 11,523 sh | 11,523 | $167.1K | <0.01% | New |
| 36 | LPL Financial#36 · 10,565 sh | 10,565 | $153.2K | 0.00% | -30.1% |
| 37 | DEUTSCHE BANK AG\#37 · 9,580 sh | 9,580 | $138.9K | 0.00% | -19.0% |
| 38 | WELLS FARGO & COMPANY#38 · 8,547 sh | 8,547 | $123.9K | 0.00% | +148.9% |
| 39 | RHUMBLINE ADVISERS#39 · 6,526 sh | 6,526 | $94.6K | <0.01% | +0.5% |
| 40 | LOS ANGELES CAPITAL MANAGEMENT#40 · 6,189 sh | 6,189 | $89.7K | <0.01% | -12.7% |
| 41 | CITIGROUP#41 · 4,509 sh | 4,509 | $65.4K | 0.00% | +619.1% |
| 42 | MIRAE ASSET GLOBAL ETFS Ltd.#42 · 4,441 sh | 4,441 | $64.4K | <0.01% | -0.1% |
| 43 | NEW YORK STATE COMMON RETIREMENT FUND#43 · 4,400 sh | 4,400 | $63.8K | <0.01% | 0.0% |
| 44 | JPMORGAN CHASE#44 · 4,153 sh | 4,153 | $60.9K | 0.00% | +8.0% |
| 45 | Vanguard Global Advisers#45 · 4,152 sh | 4,152 | $60.2K | 0.00% | 0.0% |
| 46 | BARCLAYS PLC#46 · 4,091 sh | 4,091 | $59.3K | 0.00% | -19.4% |
| 47 | Russell Investments Group, Ltd.#47 · 3,706 sh | 3,706 | $53.7K | 0.00% | +384.4% |
| 48 | GLOBEFLEX CAPITAL L P#48 · 3,300 sh | 3,300 | $47.9K | <0.01% | -75.3% |
| 49 | Police & Firemen's Retirement System of New Jersey#49 · 2,052 sh | 2,052 | $29.8K | <0.01% | 0.0% |
| 50 | UBS Group AG#50 · 1,705 sh | 1,705 | $24.7K | 0.00% | +11.1% |
| 51 | BNP PARIBAS FINANCIAL MARKETS#51 · 1,582 sh | 1,582 | $22.9K | 0.00% | -37.7% |
| 52 | Tower Research Capital (TRC)#52 · 1,562 sh | 1,562 | $22.6K | <0.01% | -38.3% |
| 53 | FMR#53 · 986 sh | 986 | $14.3K | 0.00% | +8116.7% |
| 54 | Ameritas Investment Partners#54 · 925 sh | 925 | $13.4K | <0.01% | 0.0% |
| 55 | Legal & General Group Plc#55 · 820 sh | 820 | $11.9K | 0.00% | 0.0% |
| 56 | ROYAL BANK OF CANADA#56 · 594 sh | 594 | $9.0K | 0.00% | +1463.2% |
| 57 | JONES FINANCIAL COMPANIES LLLP#57 · 279 sh | 279 | $4.3K | 0.00% | New |
| 58 | SRS Capital Advisors#58 · 180 sh | 180 | $2.6K | 0.00% | New |
| 59 | Sterling Capital Management#59 · 92 sh | 92 | $1.3K | — | -41.8% |
| 60 | GAMMA Investing#60 · 73 sh | 73 | $1.1K | — | -14.1% |
| 61 | Covestor Ltd#61 · 50 sh | 50 | $1.0K | <0.01% | +56.2% |
| 62 | Allworth Financial#62 · 39 sh | 39 | $566.00 | 0.00% | +1850.0% |
| 63 | Essential Partners#63 · 37 sh | 37 | $537.00 | — | +3600.0% |
| 64 | Integrated Wealth Concepts#64 · 19 sh | 19 | $280.00 | 0.00% | New |
| 65 | EverSource Wealth Advisors#65 · 16 sh | 16 | $234.00 | 0.00% | -95.6% |
| 66 | True Wealth Design#66 · 10 sh | 10 | $145.00 | — | New |
| 67 | ROTHSCHILD INVESTMENT#67 · 7 sh | 7 | $102.00 | 0.00% | New |
| 68 | Farther Finance Advisors#68 · 2 sh | 2 | $29.00 | — | New |
| 69 | Wealth Enhancement Services#69 · 1 sh | 1 | $15.00 | — | New |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#70 · 131 sh | 131 | — | — | -74.0% |
Funds that sold out of FINW in Q2 2026 (1)
Held FINW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Western Wealth Management1,000 sh | 1,000 | $15.9K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.