GI
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GAMMA Investing’s FinWise Bancorp FINW Stock Holding History

GAMMA Investing’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 		$1.06K Sell
73
-12
-14% -$178 ﹤0.01% 3865
2026
Q1 		$1.35K Buy
85
+2
+2% +$34 ﹤0.01% 3774
2025
Q4 		$1.49K Buy
83
+48
+137% +$877 ﹤0.01% 3690
2025
Q3 		$679 Buy
+35
New +$638 ﹤0.01% 3674

Other funds holding FINW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

GAMMA Investing's FINW Position: Q2 2026 in Review

GAMMA Investing reduced its FinWise Bancorp (FINW) stake by 14% in Q2 2026, selling an estimated $178 and leaving 73 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3865.

GAMMA Investing first reported a position in FINW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.49K in Q4 2025. 10 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • GAMMA Investing held 73 shares of FinWise Bancorp worth $1.06K as of Q2 2026.
  • GAMMA Investing sold 12 FinWise Bancorp shares in Q2 2026, an estimated $178.
  • FinWise Bancorp made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3865 holding.
  • GAMMA Investing first reported a position in FinWise Bancorp in Q3 2025 and has held it in 4 quarters since.
  • GAMMA Investing's FinWise Bancorp position peaked at $1.49K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.