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Disclosery

FINW FINWISE BANCORP

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COMMON STOCK (common), issuer CIK 1856365

47 managers (47 13F filers) reported a position in FINW shares at 2025-06-30, 4,002,586 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
47
13F filers
47
New
17
Added
16
Reduced
5
Sold out
13
Shares held by filers
4,002,586

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.767,341$11.5M<0.01%-42,92513F-HRTimeline
WASATCH ADVISORS LP704,109$10.6M0.06%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC485,584$7.29M<0.01%+63,64213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\429,048$6.44M0.01%+78,00013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.340,860$5.12M<0.01%+281,77713F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC204,323$3.07M<0.01%+106,68313F-HRTimelineGroup
Siena Capital Partners GP, LLC137,123$2.06M0.6%013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP111,496$1.67M<0.01%+4,36613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC92,706$1.39M0.03%+2,45413F-HRTimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC85,424$1.28M0.08%013F-HRTimelineGroup
Militia Capital Partners, LPin group Militia Capital Management LLC74,601$1.12M0.53%+24,60113F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP71,878$1.08M<0.01%+54,26313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP67,963$1.02M<0.01%+49,83413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,691$911K<0.01%-130,62913F-HRTimelineGroup
SMITH, MOORE & CO.40,000$600K0.05%+15,00013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC37,500$563K<0.01%+1,80013F-HRTimeline
Tempus Wealth Planning, LLC28,022$421K0.1%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co27,418$412K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC27,000$405K0.01%13F-HRTimeline
Empowered Funds, LLC26,506$398K<0.01%+2,45413F-HRTimeline
UBS Group AGin group UBS Group AG24,337$365K<0.01%-4,51613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,701$266K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC17,118$257K<0.01%+11,15113F-HR/ATimelineGroup
Andina Capital Management, LLC16,000$240K0.17%-30,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,568$234K<0.01%+11,40013F-HRTimelineGroup
NORDEN GROUP LLC14,200$213K0.02%013F-HRTimeline
Greenwich Wealth Management LLC14,000$210K0.01%013F-HRTimeline
Nuveen, LLCin group TIAA11,793$177K<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS8,386$126K<0.01%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND7,200$108K<0.01%new13F-HR/ATimeline
MetLife Investment Management, LLCin group MetLife Investment Management…6,140$92.2K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,137$77.1K<0.01%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,953$74.3K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,298$64.5K<0.01%new13F-HRTimelineGroup
GLOBEFLEX CAPITAL L P3,300$49.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,146$47.2K<0.01%-52813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,911$43.7K<0.01%+2,83813F-HRTimelineGroup
Police & Firemen's Retirement System of…2,052$30.8K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,634$24.5K<0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc933$14K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…925$13.9K<0.01%new13F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…565$8.48K<0.01%new13F-HRTimeline
AMALGAMATED BANK310$5K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…150$2.25K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA125$2K<0.01%+12413F-HR/ATimelineGroup
Sterling Capital Management LLC111$1.67K<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.