FINWISE BANCORP

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FINW·31813A109·US·equity·Financial Services - Banks - Regional-13D/G

FINW (FINWISE BANCORP) is held by 35 institutional investors as of Q1 2026. Largest holders: ALLIANCEBERNSTEIN L.P. ($14.3M), WASATCH ADVISORS LP ($9.5M), US BANCORP \DE\ ($7.4M). Net institutional sentiment: Mixed.

35

Holders

Avg rating(2 Elite)

$49.9M

Total Value

42% (38)

Fund Consensus

14 buying - 19 selling

Smart Money Verdict

View all

46Weak MomentumSplit Signals

Institutional (13F)42

Insider (Form 4)51

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how FINW's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

17

★★★★

Strong

10

★★★

Solid

8

★★

Below

1

★

Weak

Held by 35 funds

2 elite

Who's Trading

ActivistWasatch Advisors LP4.4%Feb 11, 2026

InsiderGNGiordano James NBuy $48KSep 5, 2025

ActivistAllianceBernstein L.P.6.1%May 14, 2025

View all insider tradesView all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (35)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ALLIANCEBERNSTEIN L.P.	Increased	799,876(+4.2%)	$14.3M	0.0%	+15.78%	29
WASATCH ADVISORS LP	Unchanged	602,116	$9.5M	0.1%	-16.98%	0
US BANCORP \DE\	Increased	469,048(+6.8%)	$7.4M	0.0%	-9.75%	29
BlackRock, Inc.	Decreased	456,238(-11.9%)	$7.2M	0.0%	-18.00%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	199,970(-3.2%)	$3.2M	0.0%	+3.35%	0
DIMENSIONAL FUND ADVISORS LP	Increased	113,484(+2.6%)	$1.8M	0.0%	+15.68%	26
STATE STREET CORP	Increased	87,808(+1.9%)	$1.4M	0.0%	-13.29%	18
NORTHERN TRUST CORP	Increased	67,878(+3.5%)	$1.1M	0.0%	-6.40%	26
GOLDMAN SACHS GROUP INC	Decreased	37,243(-8.2%)	$590,674	0.0%	-30.58%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	28,026(+16.8%)	$444,492	0.0%	-10.56%	28
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	24,649(-10.1%)	$390,933	0.0%	-8.06%	0
EP Wealth Advisors, LLC	Increased	23,799(+122.1%)	$377,452	0.0%	-23.48%	38
Empowered Funds, LLC	Decreased	23,537(-17.5%)	$373,297	0.0%	+13.29%	0
Bank of New York Mellon Corp	Decreased	19,273(-5.6%)	$305,670	0.0%	-13.40%	0
LPL Financial LLC	Increased	15,115(+19.4%)	$239,724	0.0%	-33.34%	27
DEUTSCHE BANK AG\	Increased	11,831(+23.1%)	$187,640	0.0%	-32.21%	28
Nuveen, LLC	Unchanged	11,793	$187,037	0.0%	-8.06%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	Increased	7,093(+684.6%)	$112,495	0.0%	-22.10%	35
RHUMBLINE ADVISERS	Decreased	6,495(-1.6%)	$103,006	0.0%	-8.06%	0
BARCLAYS PLC	Decreased	5,078(-65.3%)	$80,537	0.0%	-13.23%	0

Showing 1-20 of 38

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer