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EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
FINW3 quarters
Position history for EP Wealth Advisors, LLC's holdings in FINWISE BANCORP
EP Wealth Advisors, LLC holds 23,806 shares of FINW (FINWISE BANCORP), worth $345,187 as of 2026-Q2. The position was increased (+0.0% shares). FINW represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$345,187
Current Shares
23,806
Total Value Change
+$152,960
Total Shares Change
+13,091
Quarter-by-Quarter History
Other major holders of FINW: ALLIANCEBERNSTEIN L.P., WASATCH ADVISORS LP