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Arax Advisory Partners’s FinWise Bancorp FINW Stock Holding History

Arax Advisory 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
Q2 		$2.61K Buy
+180
New +$2.67K ﹤0.01% 4756
2025
Q4 		– Sell
-1
Closed -$19 – 4237
2025
Q3 		$19 Buy
+1
New +$18 ﹤0.01% 3578

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Vanguard Capital Management
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Geode Capital Management
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Dimensional Fund Advisors
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State Street
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BCM
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arax Advisory Partners's FINW Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in FinWise Bancorp (FINW) in Q2 2026: 180 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #4756 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in FINW as recently as Q3 2025.

Arax Advisory Partners first reported a position in FINW in Q3 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Arax Advisory Partners held 180 shares of FinWise Bancorp worth $2.61K as of Q2 2026.
  • FinWise Bancorp was a new Arax Advisory Partners position in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4756 holding.
  • Arax Advisory Partners first reported a position in FinWise Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.