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Finwise Bancorp shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors investment in Finwise Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Finwise Bancorp by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2k 68 17.94

More positions owned by Transamerica Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Amphenol Corp Cl A (APH)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Ge Vernova (GEV)

View all positions for Transamerica Financial Advisors

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