FINWISE BANCORP

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

FINW (FINWISE BANCORP) is held by 44 institutional investors as of Q2 2026. Largest holders: ALLIANCEBERNSTEIN L.P. ($12.9M), BlackRock, Inc. ($7.5M), WASATCH ADVISORS LP ($7.3M). Net institutional sentiment: Bullish.

44

Holders

(3 Elite)

$54.1M

Total Value

71% (38)

Consensus

27 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)36

Insider (Form 4)42

Activist (13D/13G)78

Congressional (STOCK Act)53

Holder Quality

45

★★★★★

Elite

49

★★★★

Strong

53

★★★

Solid

11

★★

Below

34

★

Weak

Held by 44 funds

3 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders Jul 29, 2026 · Activists Feb 11, 2026 · Congress none

InsiderNJNoone JamesVest 56K shJul 28, 2026

InsiderCLClayton Natasha LauretteVest 16K shJul 28, 2026

InsiderOCOBrien Michael ChristopherVest 18K shJul 28, 2026

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Top Holders

Top Holders (44)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ALLIANCEBERNSTEIN L.P.	Increased	814,507(+1.8%)	$12.9M	0.0%	-5.62%	28
BlackRock, Inc.	Increased	520,593(+14.1%)	$7.5M	0.0%	-32.04%	31
WASATCH ADVISORS LP	Decreased	502,201(-16.6%)	$7.3M	0.0%	-8.17%	0
US BANCORP \DE\	Unchanged	469,048	$6.8M	0.0%	-26.07%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	391,576(+0.2%)	$5.7M	0.0%	-35.71%	27
GEODE CAPITAL MANAGEMENT, LLC	Increased	228,504(+14.3%)	$3.3M	0.0%	-16.82%	30
DIMENSIONAL FUND ADVISORS LP	Increased	118,796(+4.7%)	$1.7M	0.0%	-6.40%	27
STATE STREET CORP	Decreased	86,864(-1.1%)	$1.3M	0.0%	-24.77%	0
NORTHERN TRUST CORP	Increased	75,480(+11.2%)	$1.1M	0.0%	-23.59%	28
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	65,259(+19.6%)	$946,256	0.0%	-34.30%	20
VFVANGUARD FIDUCIARY TRUST CO	Increased	63,942(+8.2%)	$927,159	0.0%	-35.08%	27
MORGAN STANLEY	Increased	40,710(+888.8%)	$590,296	0.0%	-26.60%	27
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	27,944(+13.4%)	$405,188	0.0%	-24.83%	27
RENAISSANCE TECHNOLOGIES LLC	Decreased	25,800(-7.9%)	$374,100	0.0%	-26.73%	0
GOLDMAN SACHS GROUP INC	Decreased	25,598(-31.3%)	$371,171	0.0%	-43.13%	0
EP Wealth Advisors, LLC	Increased	23,806(+0.0%)	$345,187	0.0%	-37.31%	24
Empowered Funds, LLC	Unchanged	23,537	$341,287	0.0%	-7.19%	0
Bank of New York Mellon Corp	Increased	21,105(+9.5%)	$306,023	0.0%	-28.80%	26
STRS OHIO	New	14,800	$214,600	0.0%	-25.93%	32
Nuveen, LLC	Increased	14,211(+20.5%)	$206,060	0.0%	-24.90%	19

Showing 1-20 of 44

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer