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Finwise Bancorp shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Finwise Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Finwise Bancorp by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $32 2 16.00

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View all positions for EverSource Wealth Advisors

Top funds holding Finwise Bancorp

Alliancebernstein
Daniel D. Thurber
Vanguard Group
BlackRock
Us Bancorp
Vanguard Capital Management
Geode Capital Management
Dimensional Fund Advisors
Siena Capital Management
Bridgeway Capital Management
State Street Corporation
Northern Trust
Vanguard Fiduciary Trust
Vanguard Portfolio Management
Emerald Mutual Fund Advisers, Trust

View all funds holding Finwise Bancorp