Bank of America
FINW icon

Bank of America’s FinWise Bancorp FINW Stock Holding History

Bank of America’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
-5,915
Closed -$106K – 6124
2025
Q4 		$106K Buy
5,915
+3,389
+134% +$61.9K ﹤0.01% 5602
2025
Q3 		$49K Sell
2,526
-385
-13% -$7.02K ﹤0.01% 6841
2025
Q2 		$43.7K Buy
2,911
+2,838
+3,888% +$41.6K ﹤0.01% 6855
2025
Q1 		$1.28K Sell
73
-3,390
-98% -$60.7K ﹤0.01% 7387
2024
Q4 		$55.3K Buy
3,463
+3,393
+4,847% +$57.7K ﹤0.01% 6602
2024
Q3 		$1.09K Buy
70
+15
+27% +$189 ﹤0.01% 7227
2024
Q2 		$562 Sell
55
-681
-93% -$6.97K ﹤0.01% 7336
2024
Q1 		$7.4K Sell
736
-4,826
-87% -$56.4K ﹤0.01% 6941
2023
Q4 		$79.6K Buy
5,562
+5,533
+19,079% +$59K ﹤0.01% 6468
2023
Q3 		$251 Buy
+29
New +$271 ﹤0.01% 7387
2023
Q1 		– Sell
-16
Closed -$148 – 7947
2022
Q4 		$148 Buy
+16
New +$147 ﹤0.01% 7603

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

Bank of America's FINW Position: Q1 2026 in Review

Bank of America sold out of FinWise Bancorp (FINW) in Q1 2026, closing a stake of 5,915 shares — an estimated $106K sold.

Bank of America first reported a position in FINW in Q4 2022 and held it in 11 quarters. The position peaked at $106K in Q4 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Bank of America reported no remaining FinWise Bancorp position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 5,915 FinWise Bancorp shares in Q1 2026, an estimated $106K.
  • Bank of America first reported a position in FinWise Bancorp in Q4 2022 and held it in 11 quarters.
  • Bank of America's FinWise Bancorp position peaked at $106K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.