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EP Wealth Advisors’s FinWise Bancorp FINW Stock Holding History

EP Wealth Advisors’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 		$377K Buy
23,799
+13,084
+122% +$223K ﹤0.01% 1037
2025
Q4 		$192K Buy
+10,715
New +$196K ﹤0.01% 1396

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EP Wealth Advisors's FINW Position: Q1 2026 in Review

EP Wealth Advisors increased its FinWise Bancorp (FINW) stake by 122% in Q1 2026, buying an estimated $223K and bringing the position to 23,799 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

EP Wealth Advisors first reported a position in FINW in Q4 2025 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • EP Wealth Advisors held 23,799 shares of FinWise Bancorp worth $377K as of Q1 2026.
  • EP Wealth Advisors bought 13,084 FinWise Bancorp shares in Q1 2026, an estimated $223K.
  • FinWise Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1037 holding.
  • EP Wealth Advisors first reported a position in FinWise Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.