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Essential Partners’s FinWise Bancorp FINW Stock Holding History

Essential Partners’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
Q3 		$89 Sell
8
-29
-78% -$393 ﹤0.01% 2706
2026
Q2 		$537 Buy
37
+36
+3,600% +$535 ﹤0.01% 2456
2026
Q1 		$16 Hold
1
– – ﹤0.01% 2827
2025
Q4 		$18 Hold
1
– – ﹤0.01% 2723
2025
Q3 		$19 Buy
+1
New +$18 ﹤0.01% 2635

Other funds holding FINW

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's FINW Position: Q3 2026 in Review

Essential Partners reduced its FinWise Bancorp (FINW) stake by 78% in Q3 2026, selling an estimated $393 and leaving 8 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Essential Partners first reported a position in FINW in Q3 2025 and has held it in 5 quarters since. The position peaked at $537 in Q2 2026. 8 funds tracked by Wall St. Rank hold FINW as of Q3 2026.

  • Essential Partners held 8 shares of FinWise Bancorp worth $89 as of Q3 2026.
  • Essential Partners sold 29 FinWise Bancorp shares in Q3 2026, an estimated $393.
  • FinWise Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2706 holding.
  • Essential Partners first reported a position in FinWise Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's FinWise Bancorp position peaked at $537 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.