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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
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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BlackRock
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's FINW Position: Q4 2025 in Review

Global Retirement Partners held its FinWise Bancorp (FINW) position steady in Q4 2025 at 27,000 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #973.

Global Retirement Partners first reported a position in FINW in Q2 2025 and has held it in 3 quarters since. The position peaked at $524K in Q3 2025. 59 funds tracked by Wall St. Rank hold FINW as of Q4 2025.

  • Global Retirement Partners held 27,000 shares of FinWise Bancorp worth $484K as of Q4 2025.
  • Global Retirement Partners left its FinWise Bancorp share count unchanged in Q4 2025.
  • FinWise Bancorp made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #973 holding.
  • Global Retirement Partners first reported a position in FinWise Bancorp in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's FinWise Bancorp position peaked at $524K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held FinWise Bancorp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.