Who owns FINWISE BANCORP?

Tip: Access positions for across all investors

Analyze quarterly positions in Finwise Bancorp with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Finwise Bancorp stock

Who bought or sold FINWISE BANCORP this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Alliancebernstein 800k $14M 4% Mar 2026
 View chart
Daniel D. Thurber 602k $9.5M 0% Mar 2026
 View chart
Vanguard Group 503k $9.0M 3% Dec 2025
 View chart
BlackRock 456k $7.2M -12% Mar 2026
 View chart
Us Bancorp 439k $7.9M 2% Dec 2025
 View chart
Vanguard Capital Management 391k $6.2M 100% Mar 2026
 View chart
Geode Capital Management 200k $3.2M -3% Mar 2026
 View chart
Dimensional Fund Advisors 114k $1.8M 3% Mar 2026
 View chart
Siena Capital Management 92k $1.6M -33% Dec 2025
 View chart
Bridgeway Capital Management 89k $1.6M 1% Dec 2025
 View chart
State Street Corporation 86k $1.5M 11% Dec 2025
 View chart
Northern Trust 66k $1.2M -8% Dec 2025
 View chart
Vanguard Fiduciary Trust 59k $937k 100% Mar 2026
 View chart
Vanguard Portfolio Management 55k $865k 100% Mar 2026
 View chart
Emerald Mutual Fund Advisers, Trust 54k $862k 0% Mar 2026
 View chart
Militia Capital Partners 50k $897k 0% Dec 2025
 View chart
Smith, Moore & Co. 38k $603k 0% Mar 2026
 View chart
Goldman Sachs Group 37k $591k -8% Mar 2026
 View chart
Militia Capital Management 31k $498k 100% Mar 2026
 View chart
Empowered Funds 29k $512k 0% Dec 2025
 View chart
Tempus Wealth Planning 28k $444k 0% Mar 2026
 View chart
Charles Schwab Investment Management 27k $492k 0% Dec 2025
 View chart
Global Retirement Partners 27k $484k 0% Dec 2025
 View chart
Renaissance Technologies 24k $431k -7% Dec 2025
 View chart
EP Wealth Advisors 24k $378k 122% Mar 2026
 View chart
Bank of New York Mellon 19k $306k -6% Mar 2026
 View chart
Norden Group 17k $268k 0% Mar 2026
 View chart
Stephens 16k $256k 0% Mar 2026
 View chart
LPL Financial 15k $240k 19% Mar 2026
 View chart
Barclays 15k $263k 14% Dec 2025
 View chart
Globeflex Capital 13k $212k 292% Mar 2026
 View chart
Arcus Capital Partners 13k $207k 29% Mar 2026
 View chart
Deutsche Bank Aktiengesellschaft 12k $188k 23% Mar 2026
 View chart
Nuveen 12k $187k 0% Mar 2026
 View chart
Thomas Stevens, CFA" 7.1k $113k 685% Mar 2026
 View chart
Rhumbline Advisers 6.5k $103k -2% Mar 2026
 View chart
MetLife Investment Advisors 6.1k $110k 0% Dec 2025
 View chart
Mirae Asset Global Etfs Holdings 4.4k $71k 2% Mar 2026
 View chart
New York State Common Retirement Fund 4.4k $70k 0% Mar 2026
 View chart
Vanguard Global Advisers 4.2k $66k 100% Mar 2026
 View chart
Morgan Stanley 4.1k $65k -61% Mar 2026
 View chart
Wells Fargo & Company 3.4k $55k -67% Mar 2026
 View chart
Bnp Paribas Arbitrage, Snc 2.5k $40k -15% Mar 2026
 View chart
Police & Firemen's Retirement System of New Jersey 2.1k $33k 0% Mar 2026
 View chart
UBS Group 1.5k $24k -45% Mar 2026
 View chart
Western Wealth Management 1.0k $16k 100% Mar 2026
 View chart
Summit Investment Advisors 925.00 $15k 0% Mar 2026
 View chart
Legal & General Group 820.00 $13k -12% Mar 2026
 View chart
Russell Investments 765.00 $12k 0% Mar 2026
 View chart
Tower Research Capital 646.00 $12k 14% Dec 2025
 View chart
Citigroup 627.00 $9.9k 100% Mar 2026
 View chart
California State Teachers Retirement System 504.00 $8.0k -12% Mar 2026
 View chart
Sterling Capital Management 158.00 $2.5k -45% Mar 2026
 View chart
GAMMA Investing 85.00 $1.3k 2% Mar 2026
 View chart
FMR 73.00 $1.3k 2333% Dec 2025
 View chart
Royal Bank of Canada 38.00 $1.0k 100% Mar 2026
 View chart
Covestor 32.00 $1.0k 19% Mar 2026
 View chart
CWM 17.00 $0 6% Dec 2025
 View chart
EverSource Wealth Advisors 2.00 $32.000000 100% Mar 2026
 View chart
Essential Partners 1.00 $16.000000 0% Mar 2026
 View chart

Who sold out of Finwise Bancorp?

Fund or Company Name Date Sold Shares Held Valued At
Millennium Management Dec 2025 13k $224k
Jpmorgan Chase & Co Sep 2025 4.1k $80k
Amalgamated Bank Dec 2025 292.00 $5.0k
Vermillion & White Wealth Management Group Dec 2025 150.00 $2.7k
Transamerica Financial Advisors Dec 2025 68.00 $1.2k