Bank of New York Mellon
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Bank of New York Mellon’s FinWise Bancorp FINW Stock Holding History

Bank of New York Mellon’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 		$306K Buy
21,105
+1,832
+10% +$27.2K ﹤0.01% 3999
2026
Q1 		$306K Sell
19,273
-1,144
-6% -$19.5K ﹤0.01% 3846
2025
Q4 		$366K Sell
20,417
-335
-2% -$6.12K ﹤0.01% 3763
2025
Q3 		$402K Buy
20,752
+3,051
+17% +$55.7K ﹤0.01% 3721
2025
Q2 		$266K Buy
+17,701
New +$260K ﹤0.01% 3854

Other funds holding FINW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Bank of New York Mellon's FINW Position: Q2 2026 in Review

Bank of New York Mellon increased its FinWise Bancorp (FINW) stake by 9.5% in Q2 2026, buying an estimated $27.2K and bringing the position to 21,105 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Bank of New York Mellon first reported a position in FINW in Q2 2025 and has held it in 5 quarters since. The position peaked at $402K in Q3 2025. 35 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Bank of New York Mellon held 21,105 shares of FinWise Bancorp worth $306K as of Q2 2026.
  • Bank of New York Mellon bought 1,832 FinWise Bancorp shares in Q2 2026, an estimated $27.2K.
  • FinWise Bancorp made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3999 holding.
  • Bank of New York Mellon first reported a position in FinWise Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Bank of New York Mellon's FinWise Bancorp position peaked at $402K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.