Western Wealth Management »

Finwise Bancorp shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Finwise Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Finwise Bancorp held by Western Wealth Management 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $16k 1.0k 15.86

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

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