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 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 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

Empowered Funds's FINW Position: Q1 2026 in Review

Empowered Funds reduced its FinWise Bancorp (FINW) stake by 18% in Q1 2026, selling an estimated $85.1K and leaving 23,537 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Empowered Funds first reported a position in FINW in Q2 2023 and has held it in 12 quarters since. The position peaked at $553K in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

Empowered Funds held 23,537 shares of FinWise Bancorp worth $373K as of Q1 2026.
Empowered Funds sold 5,000 FinWise Bancorp shares in Q1 2026, an estimated $85.1K.
FinWise Bancorp made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1737 holding.
Empowered Funds first reported a position in FinWise Bancorp in Q2 2023 and has held it in 12 quarters since.
Empowered Funds's FinWise Bancorp position peaked at $553K in Q3 2025.
56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.