Globeflex Capital’s FinWise Bancorp FINW Stock Holding History

Globeflex Capital’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	$47.9K	Sell	3,300 -10,037	-75%	-$149K	0.01%	379
2026 Q1	$212K	Buy	13,337 +9,936	+292%	+$169K	0.03%	292
2025 Q4	$61K	Buy	3,401 +101	+3%	+$1.84K	0.01%	384
2025 Q3	$64K	Hold	3,300	–	–	0.01%	379
2025 Q2	$49.5K	Hold	3,300	–	–	﹤0.01%	402
2025 Q1	$57.8K	Hold	3,300	–	–	0.01%	405
2024 Q4	$52.7K	Hold	3,300	–	–	﹤0.01%	408
2024 Q3	$51.5K	Hold	3,300	–	–	﹤0.01%	411
2024 Q2	$33.7K	Sell	3,300 -24,094	-88%	-$247K	﹤0.01%	418
2024 Q1	$275K	Buy	27,394 +24,094	+730%	+$281K	0.03%	302
2023 Q4	$47.2K	Buy	+3,300	New	+$35.2K	﹤0.01%	419
2022 Q4	–	Sell	-8,243	Closed	-$74K	–	493
2022 Q3	$74K	Hold	8,243	–	–	0.01%	431
2022 Q2	$77K	Buy	+8,243	New	+$116K	0.02%	415

Other funds holding FINW

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Globeflex Capital's FINW Position: Q2 2026 in Review

Globeflex Capital reduced its FinWise Bancorp (FINW) stake by 75% in Q2 2026, selling an estimated $149K and leaving 3,300 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #379.

Globeflex Capital first reported a position in FINW in Q2 2022 and has held it in 13 quarters since. The position peaked at $275K in Q1 2024. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

Globeflex Capital held 3,300 shares of FinWise Bancorp worth $47.9K as of Q2 2026.
Globeflex Capital sold 10,037 FinWise Bancorp shares in Q2 2026, an estimated $149K.
FinWise Bancorp made up 0.01% of Globeflex Capital's portfolio in Q2 2026, its #379 holding.
Globeflex Capital first reported a position in FinWise Bancorp in Q2 2022 and has held it in 13 quarters since.
Globeflex Capital's FinWise Bancorp position peaked at $275K in Q1 2024.
70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.