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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
Q2 		$345K Buy
23,806
+7
+0% +$104 ﹤0.01% 1208
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 $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

EP Wealth Advisors's FINW Position: Q2 2026 in Review

EP Wealth Advisors increased its FinWise Bancorp (FINW) stake by 0.03% in Q2 2026, buying an estimated $104 and bringing the position to 23,806 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

EP Wealth Advisors first reported a position in FINW in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q1 2026. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • EP Wealth Advisors held 23,806 shares of FinWise Bancorp worth $345K as of Q2 2026.
  • EP Wealth Advisors bought 7 FinWise Bancorp shares in Q2 2026, an estimated $104.
  • FinWise Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1208 holding.
  • EP Wealth Advisors first reported a position in FinWise Bancorp in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's FinWise Bancorp position peaked at $377K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.