EWA
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EverSource Wealth Advisors’s FinWise Bancorp FINW Stock Holding History

EverSource 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 		$234 Buy
16
+14
+700% +$208 ﹤0.01% 4235
2026
Q1 		$32 Buy
+2
New +$34 ﹤0.01% 4339

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

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

EverSource Wealth Advisors increased its FinWise Bancorp (FINW) stake by 700% in Q2 2026, buying an estimated $208 and bringing the position to 16 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #4235.

EverSource Wealth Advisors first reported a position in FINW in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • EverSource Wealth Advisors held 16 shares of FinWise Bancorp worth $234 as of Q2 2026.
  • EverSource Wealth Advisors bought 14 FinWise Bancorp shares in Q2 2026, an estimated $208.
  • FinWise Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4235 holding.
  • EverSource Wealth Advisors first reported a position in FinWise Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.