Citadel Advisors’s FinWise Bancorp FINW Stock Holding History

Citadel Advisors’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
2025 Q1	–	Sell	-10,979	Closed	-$175K	–	14808
2024 Q4	$175K	Buy	+10,979	New	+$187K	﹤0.01%	10652
2024 Q3	–	Sell	-20,288	Closed	-$207K	–	14518
2024 Q2	$207K	Buy	+20,288	New	+$208K	﹤0.01%	9856
2023 Q1	–	Sell	-12,278	Closed	-$114K	–	14938
2022 Q4	$114K	Buy	+12,278	New	+$112K	﹤0.01%	11045

Other funds holding FINW

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Citadel Advisors's FINW Position: Q1 2025 in Review

Citadel Advisors sold out of FinWise Bancorp (FINW) in Q1 2025, closing a stake of 10,979 shares — an estimated $175K sold.

Citadel Advisors first reported a position in FINW in Q4 2022 and held it in 3 quarters. The position peaked at $207K in Q2 2024. 41 funds tracked by Wall St. Rank hold FINW as of Q1 2025.

Citadel Advisors reported no remaining FinWise Bancorp position as of Q1 2025 after selling out during the quarter.
Citadel Advisors sold 10,979 FinWise Bancorp shares in Q1 2025, an estimated $175K.
Citadel Advisors first reported a position in FinWise Bancorp in Q4 2022 and held it in 3 quarters.
Citadel Advisors's FinWise Bancorp position peaked at $207K in Q2 2024.
41 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.