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Finwise Bancorp shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Finwise Bancorp (FINW) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Finwise Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Finwise Bancorp held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Finwise Bancorp by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $524k 27k 19.39
2025-06-30 $405k 27k 15.01