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Amalgamated Bank’s FinWise Bancorp FINW Stock Holding History

Amalgamated Bank’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-292
Closed -$5K – 2047
2025
Q4 		$5K Sell
292
-18
-6% -$329 ﹤0.01% 2707
2025
Q3 		$6K Hold
310
– – ﹤0.01% 2671
2025
Q2 		$5K Buy
+310
New +$4.55K ﹤0.01% 2738

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amalgamated Bank's FINW Position: Q1 2026 in Review

Amalgamated Bank sold out of FinWise Bancorp (FINW) in Q1 2026, closing a stake of 292 shares — an estimated $5K sold.

Amalgamated Bank first reported a position in FINW in Q2 2025 and held it in 3 quarters. The position peaked at $6K in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Amalgamated Bank reported no remaining FinWise Bancorp position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 292 FinWise Bancorp shares in Q1 2026, an estimated $5K.
  • Amalgamated Bank first reported a position in FinWise Bancorp in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's FinWise Bancorp position peaked at $6K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.