GAMMA Investing
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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
Q3 		$4.41K Buy
396
+323
+442% +$4.37K ﹤0.01% 3704
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing's FINW Position: Q3 2026 in Review

GAMMA Investing increased its FinWise Bancorp (FINW) stake by 442% in Q3 2026, buying an estimated $4.37K and bringing the position to 396 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #3704.

GAMMA Investing first reported a position in FINW in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold FINW as of Q3 2026.

  • GAMMA Investing held 396 shares of FinWise Bancorp worth $4.41K as of Q3 2026.
  • GAMMA Investing bought 323 FinWise Bancorp shares in Q3 2026, an estimated $4.37K.
  • FinWise Bancorp made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3704 holding.
  • GAMMA Investing first reported a position in FinWise Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.