FINW — FINWISE BANCORP
As of Q2 2026, 16 SEC-registered investment managers reported holding FINW (FINWISE BANCORP) in their latest 13F filings, with a combined reported value of $14.61M across 1.01M shares. That is +17.8% by share count (+151.91K shares) versus the previous quarter, while reported value moved +7.7%. Ownership is concentrated: the five largest holders account for 88.6% of reported value and the top ten for 97.9%.
Compared with the prior quarter, 2 opened new positions, 10 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FINW is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 502.45K | $9.01M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 520.59K | $7.55M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 228.50K | $3.31M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 75.48K | $1.09M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 40.71K | $590.30K | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 27.94K | $405.19K | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 25.80K | $374.10K | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 25.60K | $371.17K | 0.00% | Reduce |
| Two Sigma Investments history | Q4 2021 | 26.87K | $371.00K | 0.00% | New |
| BNY Mellon history | Q2 2026 | 21.11K | $306.02K | 0.00% | Add |
| Millennium Management history | Q4 2025 | 12.50K | $224.18K | 0.00% | New |
| Balyasny Asset Management history | Q1 2025 | 10.29K | $180.16K | 0.00% | New |
| Citadel Advisors history | Q4 2024 | 10.98K | $175.44K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 11.52K | $167.08K | 0.00% | New |
| Deutsche Bank AG history | Q2 2026 | 9.58K | $138.91K | 0.00% | Reduce |
| Marshall Wace history | Q2 2022 | 14.77K | $137.00K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 8.55K | $123.93K | 0.00% | Add |
| Bank of America Corp history | Q4 2025 | 5.92K | $106.11K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 4.51K | $65.38K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 4.15K | $60.92K | 0.00% | New |
New Positions (Q2 2026)
- AQR Capital Management 11.52K sh · $167.08K
- JPMorgan Chase & Co 4.15K sh · $60.92K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | 38.22K | 46.13K | 59.08K | 340.86K | 407.70K | 517.81K | 456.24K | 520.59K |
| Geode Capital Management | — | — | 30.08K | 73.93K | 74.13K | 74.13K | 74.56K | 66.57K | 69.99K | 73.66K | 75.30K | 91.61K | 93.43K | 97.64K | 204.32K | 204.15K | 206.56K | 199.97K | 228.50K |
| Northern Trust Corp | — | — | — | 10.30K | 10.30K | 11.62K | 11.62K | — | — | 12.08K | 13.12K | 13.12K | 16.30K | 18.13K | 67.96K | 71.13K | 65.59K | 67.88K | 75.48K |
| Morgan Stanley | 8.22K | 4.76K | 1.26K | 969 | 760 | 760 | 760 | — | 7.72K | 8.85K | — | — | 1.73K | 4.17K | 15.57K | 7.31K | 10.65K | 4.12K | 40.71K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 27.42K | 27.42K | 27.42K | 24.65K | 27.94K |
| Renaissance Technologies | — | 19.50K | 11.50K | 12.00K | 12.60K | 13.70K | 14.30K | 15.90K | 47.00K | 49.30K | 46.90K | 48.50K | 46.70K | 35.70K | 37.50K | 25.92K | 24.00K | 28.03K | 25.80K |
| Goldman Sachs Group | — | — | — | 440.82K | 99.08K | — | — | — | 11.31K | 16.45K | — | — | 14.02K | 40.14K | — | 19.34K | 40.56K | 37.24K | 25.60K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.70K | 20.75K | 20.42K | 19.27K | 21.11K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.52K |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.53K | 9.61K | 11.83K | 9.58K |
| Wells Fargo & Co | — | 22 | 25 | 58 | 60 | 60 | 63 | 48 | 51 | 51 | — | — | — | — | 5.14K | 6.12K | 10.28K | 3.43K | 8.55K |
| Citigroup Inc | — | — | — | — | — | — | — | — | 16.41K | 12.93K | 4.08K | 6.88K | 8.06K | 3.67K | 3.15K | 273 | 220 | 627 | 4.51K |
| JPMorgan Chase & Co | — | 6.48K | — | — | — | — | — | — | 2.89K | — | — | — | — | — | 4.30K | 4.14K | 3.79K | — | 4.15K |
| UBS Group AG | — | 7.12K | 1.91K | 2.31K | 1.06K | 2.31K | 422 | 477 | — | 2.51K | 1 | 1 | 23.44K | 28.85K | 24.34K | 6.26K | 2.77K | 1.53K | 1.71K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3 | 73 | 12 | 986 |
| Legal & General Investment Management America | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 933 | 933 | 933 | 820 | 820 |
| Bank of America Corp | — | — | — | — | 16 | — | — | 29 | 5.56K | 736 | 55 | 70 | 3.46K | 73 | 2.91K | 2.53K | 5.92K | — | — |
| Millennium Management | — | 27.88K | 11.69K | — | — | — | — | — | 21.92K | 49.04K | 28.62K | — | 42.51K | 171.65K | — | — | 12.50K | — | — |
| Vanguard Group | 20.00K | 194.08K | 203.56K | 343.93K | 353.97K | 360.69K | 360.69K | 363.79K | 352.35K | 376.80K | 398.49K | 415.95K | 417.26K | 421.94K | 485.58K | 487.32K | 502.45K | — | — |
| Citadel Advisors | — | — | — | — | 12.28K | — | — | — | — | — | 20.29K | — | 10.98K | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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