Greenwich Wealth Management’s FinWise Bancorp FINW Stock Holding History

Greenwich Wealth 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
2025 Q3	–	Sell	-14,000	Closed	-$210K	–	280
2025 Q2	$210K	Hold	14,000	–	–	0.01%	233
2025 Q1	$245K	Hold	14,000	–	–	0.02%	211
2024 Q4	$224K	Hold	14,000	–	–	0.02%	227
2024 Q3	$218K	Hold	14,000	–	–	0.01%	228
2024 Q2	$143K	Hold	14,000	–	–	0.01%	230
2024 Q1	$141K	Buy	+14,000	New	+$164K	0.01%	230

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Greenwich Wealth Management's FINW Position: Q3 2025 in Review

Greenwich Wealth Management sold out of FinWise Bancorp (FINW) in Q3 2025, closing a stake of 14,000 shares — an estimated $210K sold.

Greenwich Wealth Management first reported a position in FINW in Q1 2024 and held it in 6 quarters. The position peaked at $245K in Q1 2025. 53 funds tracked by Wall St. Rank hold FINW as of Q3 2025.

Greenwich Wealth Management reported no remaining FinWise Bancorp position as of Q3 2025 after selling out during the quarter.
Greenwich Wealth Management sold 14,000 FinWise Bancorp shares in Q3 2025, an estimated $210K.
Greenwich Wealth Management first reported a position in FinWise Bancorp in Q1 2024 and held it in 6 quarters.
Greenwich Wealth Management's FinWise Bancorp position peaked at $245K in Q1 2025.
53 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2025.

Based on Greenwich Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.