SRS Capital Advisors »

Finwise Bancorp shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Finwise Bancorp

Tip: Access up to 7 years of quarterly data

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

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

Quarterly reported holdings in Finwise Bancorp by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19 1 19.00

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VOO)
Ishares Tr Ishs 1-5yr Invs (OEF)
First Tr Exchange-traded Wtr Etf (FDL)
American Centy Etf Tr Us Large Cap Vlu (KORP)
Dimensional Etf Trust Intl Core Equity (DFAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHB)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange Traded Risng Divd Achiv (FXN)
NVIDIA Corporation (NVDA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Spdr S&p 500 Etf Tr Tr Unit
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

Top funds holding Finwise Bancorp

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

View all funds holding Finwise Bancorp