AIP
FINW icon

Ameritas Investment Partners’s FinWise Bancorp FINW Stock Holding History

Ameritas Investment Partners’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 		$14.7K Hold
925
– – ﹤0.01% 2735
2025
Q4 		$16.6K Hold
925
– – ﹤0.01% 2718
2025
Q3 		$17.9K Hold
925
– – ﹤0.01% 2706
2025
Q2 		$13.9K Buy
+925
New +$13.6K ﹤0.01% 2835

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

Ameritas Investment Partners's FINW Position: Q1 2026 in Review

Ameritas Investment Partners held its FinWise Bancorp (FINW) position steady in Q1 2026 at 925 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Ameritas Investment Partners first reported a position in FINW in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.9K in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Ameritas Investment Partners held 925 shares of FinWise Bancorp worth $14.7K as of Q1 2026.
  • Ameritas Investment Partners left its FinWise Bancorp share count unchanged in Q1 2026.
  • FinWise Bancorp made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2735 holding.
  • Ameritas Investment Partners first reported a position in FinWise Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Ameritas Investment Partners's FinWise Bancorp position peaked at $17.9K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.