EA Series Trust’s FinWise Bancorp FINW Stock Holding History

EA Series Trust’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
2023 Q2	$132K	Buy	+14,736	New	+$125K	﹤0.01%	1095

Other funds holding FINW

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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

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

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

EA Series Trust's FINW Position: Q2 2023 in Review

EA Series Trust opened a new position in FinWise Bancorp (FINW) in Q2 2023: 14,736 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

23 funds tracked by Wall St. Rank hold FINW as of Q2 2023.

EA Series Trust held 14,736 shares of FinWise Bancorp worth $132K as of Q2 2023.
FinWise Bancorp was a new EA Series Trust position in Q2 2023.
FinWise Bancorp made up ﹤0.01% of EA Series Trust's portfolio in Q2 2023, its #1095 holding.
23 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.