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 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 $309B AUM 23.92% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Globeflex Capital's FINW Position: Q1 2026 in Review

Globeflex Capital increased its FinWise Bancorp (FINW) stake by 292% in Q1 2026, buying an estimated $169K and bringing the position to 13,337 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #292.

Globeflex Capital first reported a position in FINW in Q2 2022 and has held it in 12 quarters since. The position peaked at $275K in Q1 2024. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

Globeflex Capital held 13,337 shares of FinWise Bancorp worth $212K as of Q1 2026.
Globeflex Capital bought 9,936 FinWise Bancorp shares in Q1 2026, an estimated $169K.
FinWise Bancorp made up 0.03% of Globeflex Capital's portfolio in Q1 2026, its #292 holding.
Globeflex Capital first reported a position in FinWise Bancorp in Q2 2022 and has held it in 12 quarters since.
Globeflex Capital's FinWise Bancorp position peaked at $275K in Q1 2024.
56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.