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
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 $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

Fidelity Investments's FINW Position: Q1 2026 in Review

Fidelity Investments reduced its FinWise Bancorp (FINW) stake by 84% in Q1 2026, selling an estimated $1.04K and leaving 12 shares worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #5230.

Fidelity Investments first reported a position in FINW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.31K in Q4 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Fidelity Investments held 12 shares of FinWise Bancorp worth $190 as of Q1 2026.
  • Fidelity Investments sold 61 FinWise Bancorp shares in Q1 2026, an estimated $1.04K.
  • FinWise Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5230 holding.
  • Fidelity Investments first reported a position in FinWise Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Fidelity Investments's FinWise Bancorp position peaked at $1.31K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.