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Foundations Investment Advisors’s FinWise Bancorp FINW Stock Holding History

Foundations Investment 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
2025
Q1 		– Sell
-10,052
Closed -$161K – 882
2024
Q4 		$161K Hold
10,052
– – ﹤0.01% 809
2024
Q3 		$157K Sell
10,052
-11,548
-53% -$146K ﹤0.01% 785
2024
Q2 		$221K Buy
+21,600
New +$221K 0.01% 699

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Foundations Investment Advisors's FINW Position: Q1 2025 in Review

Foundations Investment Advisors sold out of FinWise Bancorp (FINW) in Q1 2025, closing a stake of 10,052 shares — an estimated $161K sold.

Foundations Investment Advisors first reported a position in FINW in Q2 2024 and held it in 3 quarters. The position peaked at $221K in Q2 2024. 41 funds tracked by Wall St. Rank hold FINW as of Q1 2025.

  • Foundations Investment Advisors reported no remaining FinWise Bancorp position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,052 FinWise Bancorp shares in Q1 2025, an estimated $161K.
  • Foundations Investment Advisors first reported a position in FinWise Bancorp in Q2 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's FinWise Bancorp position peaked at $221K in Q2 2024.
  • 41 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.