Covestor
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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
Q3 		$2K Buy
143
+93
+186% +$1.26K ﹤0.01% 1970
2026
Q2 		$1K Buy
50
+18
+56% +$268 ﹤0.01% 2151
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Covestor's FINW Position: Q3 2026 in Review

Covestor increased its FinWise Bancorp (FINW) stake by 186% in Q3 2026, buying an estimated $1.26K and bringing the position to 143 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Covestor first reported a position in FINW in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold FINW as of Q3 2026.

  • Covestor held 143 shares of FinWise Bancorp worth $2K as of Q3 2026.
  • Covestor bought 93 FinWise Bancorp shares in Q3 2026, an estimated $1.26K.
  • FinWise Bancorp made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1970 holding.
  • Covestor first reported a position in FinWise Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.