Covestor’s FinWise Bancorp FINW Stock Holding History

Covestor’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	$1K	Buy	32 +5	+19%	+$85	﹤0.01%	2037
2025 Q4	$0	Sell	27 -7	-21%	-$128	﹤0.01%	2408
2025 Q3	$1K	Buy	+34	New	+$620	﹤0.01%	2069

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Covestor's FINW Position: Q1 2026 in Review

Covestor increased its FinWise Bancorp (FINW) stake by 19% in Q1 2026, buying an estimated $85 and bringing the position to 32 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Covestor first reported a position in FINW in Q3 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

Covestor held 32 shares of FinWise Bancorp worth $1K as of Q1 2026.
Covestor bought 5 FinWise Bancorp shares in Q1 2026, an estimated $85.
FinWise Bancorp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2037 holding.
Covestor first reported a position in FinWise Bancorp in Q3 2025 and has held it in 3 quarters since.
56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.