Citigroup
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Citigroup’s FinWise Bancorp FINW Stock Holding History

Citigroup’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 		$65.4K Buy
4,509
+3,882
+619% +$57.7K ﹤0.01% 4888
2026
Q1 		$9.95K Buy
627
+407
+185% +$6.93K ﹤0.01% 5041
2025
Q4 		$3.95K Sell
220
-53
-19% -$968 ﹤0.01% 5305
2025
Q3 		$5.29K Sell
273
-2,873
-91% -$52.4K ﹤0.01% 5215
2025
Q2 		$47.2K Sell
3,146
-528
-14% -$7.75K ﹤0.01% 4793
2025
Q1 		$64.3K Sell
3,674
-4,388
-54% -$78.6K ﹤0.01% 4806
2024
Q4 		$129K Buy
8,062
+1,186
+17% +$20.2K ﹤0.01% 4698
2024
Q3 		$107K Buy
6,876
+2,792
+68% +$35.2K ﹤0.01% 4737
2024
Q2 		$41.7K Sell
4,084
-8,845
-68% -$90.6K ﹤0.01% 4693
2024
Q1 		$130K Sell
12,929
-3,485
-21% -$40.7K ﹤0.01% 4188
2023
Q4 		$235K Buy
+16,414
New +$175K ﹤0.01% 3840

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citigroup's FINW Position: Q2 2026 in Review

Citigroup increased its FinWise Bancorp (FINW) stake by 619% in Q2 2026, buying an estimated $57.7K and bringing the position to 4,509 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4888.

Citigroup first reported a position in FINW in Q4 2023 and has held it in 11 quarters since. The position peaked at $235K in Q4 2023. 69 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Citigroup held 4,509 shares of FinWise Bancorp worth $65.4K as of Q2 2026.
  • Citigroup bought 3,882 FinWise Bancorp shares in Q2 2026, an estimated $57.7K.
  • FinWise Bancorp made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4888 holding.
  • Citigroup first reported a position in FinWise Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Citigroup's FinWise Bancorp position peaked at $235K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.