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Finwise Bancorp shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Finwise Bancorp (FINW) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Finwise Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Finwise Bancorp held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Finwise Bancorp by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $192k 11k 17.94

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Top funds holding Finwise Bancorp

Alliancebernstein
Daniel D. Thurber
BlackRock
Vanguard Group
Us Bancorp
Geode Capital Management
Dimensional Fund Advisors
Siena Capital Management
Bridgeway Capital Management
State Street Corporation
Northern Trust
Emerald Mutual Fund Advisers, Trust
Militia Capital Partners
Goldman Sachs Group
Smith, Moore & Co.

View all funds holding Finwise Bancorp