HRT Financial’s FinWise Bancorp FINW Stock Holding History

HRT Financial’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 Q2	–	Sell	-18,006	Closed	-$315K	–	2915
2025 Q1	$315K	Buy	+18,006	New	+$323K	﹤0.01%	1751

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

HRT Financial's FINW Position: Q2 2025 in Review

HRT Financial sold out of FinWise Bancorp (FINW) in Q2 2025, closing a stake of 18,006 shares — an estimated $315K sold.

HRT Financial first reported a position in FINW in Q1 2025 and held it in 1 quarter. The position peaked at $315K in Q1 2025. 46 funds tracked by Wall St. Rank hold FINW as of Q2 2025.

HRT Financial reported no remaining FinWise Bancorp position as of Q2 2025 after selling out during the quarter.
HRT Financial sold 18,006 FinWise Bancorp shares in Q2 2025, an estimated $315K.
HRT Financial first reported a position in FinWise Bancorp in Q1 2025 and held it in 1 quarter.
HRT Financial's FinWise Bancorp position peaked at $315K in Q1 2025.
46 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.