Finwise Bancorp shares owned by LPL Financial
Quarter-by-quarter ownership of Finwise Bancorp (FINW) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Finwise Bancorp
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All positions including Finwise Bancorp held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Finwise Bancorp by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 14k | 19.39 |
| 2024-09-30 | $165k | 11k | 15.60 |
| 2024-06-30 | $108k | 11k | 10.21 |
| 2024-03-31 | $122k | 12k | 10.05 |