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Global Retirement Partners’s FinWise Bancorp FINW Stock Holding History

Global Retirement Partners’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 		$178K Buy
+12,298
New +$183K ﹤0.01% 1651
2025
Q4 		$484K Hold
27,000
– – 0.01% 973
2025
Q3 		$524K Hold
27,000
– – 0.01% 759
2025
Q2 		$405K Buy
+27,000
New +$396K 0.01% 807

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Retirement Partners's FINW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FinWise Bancorp (FINW) in Q2 2026: 12,298 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FINW as recently as Q4 2025.

Global Retirement Partners first reported a position in FINW in Q2 2025 and has held it in 4 quarters since. The position peaked at $524K in Q3 2025. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Global Retirement Partners held 12,298 shares of FinWise Bancorp worth $178K as of Q2 2026.
  • FinWise Bancorp was a new Global Retirement Partners position in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1651 holding.
  • Global Retirement Partners first reported a position in FinWise Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's FinWise Bancorp position peaked at $524K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.