Fidelity Investments
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Fidelity Investments’s FinWise Bancorp FINW Stock Holding History

Fidelity Investments’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 		$14.3K Buy
986
+974
+8,117% +$14.5K ﹤0.01% 4780
2026
Q1 		$190 Sell
12
-61
-84% -$1.04K ﹤0.01% 5230
2025
Q4 		$1.31K Buy
73
+70
+2,333% +$1.28K ﹤0.01% 5071
2025
Q3 		$58 Buy
+3
New +$55 ﹤0.01% 5230

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

Fidelity Investments's FINW Position: Q2 2026 in Review

Fidelity Investments increased its FinWise Bancorp (FINW) stake by 8,117% in Q2 2026, buying an estimated $14.5K and bringing the position to 986 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4780.

Fidelity Investments first reported a position in FINW in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Fidelity Investments held 986 shares of FinWise Bancorp worth $14.3K as of Q2 2026.
  • Fidelity Investments bought 974 FinWise Bancorp shares in Q2 2026, an estimated $14.5K.
  • FinWise Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4780 holding.
  • Fidelity Investments first reported a position in FinWise Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.