EF
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Empowered Funds’s FinWise Bancorp FINW Stock Holding History

Empowered Funds’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 		$341K Hold
23,537
– – ﹤0.01% 1812
2026
Q1 		$373K Sell
23,537
-5,000
-18% -$85.1K ﹤0.01% 1737
2025
Q4 		$512K Hold
28,537
– – 0.01% 747
2025
Q3 		$553K Buy
28,537
+2,031
+8% +$37K 0.01% 1367
2025
Q2 		$398K Buy
26,506
+2,454
+10% +$36K ﹤0.01% 1399
2025
Q1 		$421K Buy
24,052
+1,591
+7% +$28.5K 0.01% 1283
2024
Q4 		$359K Buy
22,461
+1,013
+5% +$17.2K 0.01% 1307
2024
Q3 		$335K Buy
21,448
+1,072
+5% +$13.5K 0.01% 1226
2024
Q2 		$208K Buy
20,376
+1,440
+8% +$14.7K ﹤0.01% 1294
2024
Q1 		$190K Buy
18,936
+1,400
+8% +$16.4K ﹤0.01% 1317
2023
Q4 		$251K Buy
17,536
+1,536
+10% +$16.4K 0.01% 1156
2023
Q3 		$138K Buy
16,000
+1,264
+9% +$11.8K ﹤0.01% 1175
2023
Q2 		$132K Buy
+14,736
New +$125K ﹤0.01% 1095

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

Empowered Funds's FINW Position: Q2 2026 in Review

Empowered Funds held its FinWise Bancorp (FINW) position steady in Q2 2026 at 23,537 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Empowered Funds first reported a position in FINW in Q2 2023 and has held it in 13 quarters since. The position peaked at $553K in Q3 2025. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Empowered Funds held 23,537 shares of FinWise Bancorp worth $341K as of Q2 2026.
  • Empowered Funds left its FinWise Bancorp share count unchanged in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1812 holding.
  • Empowered Funds first reported a position in FinWise Bancorp in Q2 2023 and has held it in 13 quarters since.
  • Empowered Funds's FinWise Bancorp position peaked at $553K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.