Geode Capital Management
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Geode Capital Management’s FinWise Bancorp FINW Stock Holding History

Geode Capital Management’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 		$3.17M Sell
199,970
-6,591
-3% -$112K ﹤0.01% 2947
2025
Q4 		$3.71M Buy
206,561
+2,416
+1% +$44.1K ﹤0.01% 2922
2025
Q3 		$3.96M Sell
204,145
-178
-0.1% -$3.25K ﹤0.01% 2903
2025
Q2 		$3.07M Buy
204,323
+106,683
+109% +$1.57M ﹤0.01% 2980
2025
Q1 		$1.71M Buy
97,640
+4,212
+5% +$75.4K ﹤0.01% 3103
2024
Q4 		$1.49M Buy
93,428
+1,820
+2% +$31K ﹤0.01% 3231
2024
Q3 		$1.43M Buy
91,608
+16,309
+22% +$206K ﹤0.01% 3231
2024
Q2 		$769K Buy
75,299
+1,638
+2% +$16.8K ﹤0.01% 3409
2024
Q1 		$740K Buy
73,661
+3,674
+5% +$42.9K ﹤0.01% 3472
2023
Q4 		$1M Buy
69,987
+3,418
+5% +$36.4K ﹤0.01% 3358
2023
Q3 		$575K Sell
66,569
-7,989
-11% -$74.8K ﹤0.01% 3543
2023
Q2 		$667K Buy
74,558
+424
+0.6% +$3.6K ﹤0.01% 3516
2023
Q1 		$653K Hold
74,134
– – ﹤0.01% 3551
2022
Q4 		$686K Buy
74,134
+204
+0.3% +$1.87K ﹤0.01% 3533
2022
Q3 		$667K Buy
73,930
+43,846
+146% +$438K ﹤0.01% 3580
2022
Q2 		$280K Buy
+30,084
New +$425K ﹤0.01% 4065

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
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Geode Capital Management's FINW Position: Q1 2026 in Review

Geode Capital Management reduced its FinWise Bancorp (FINW) stake by 3.2% in Q1 2026, selling an estimated $112K and leaving 199,970 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

Geode Capital Management first reported a position in FINW in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.96M in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Geode Capital Management held 199,970 shares of FinWise Bancorp worth $3.17M as of Q1 2026.
  • Geode Capital Management sold 6,591 FinWise Bancorp shares in Q1 2026, an estimated $112K.
  • FinWise Bancorp made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2947 holding.
  • Geode Capital Management first reported a position in FinWise Bancorp in Q2 2022 and has held it in 16 quarters since.
  • Geode Capital Management's FinWise Bancorp position peaked at $3.96M in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.