IFP Advisors’s FinWise Bancorp FINW Stock Holding History

IFP Advisors’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 Q3	$134K	Hold	12,000	–	–	﹤0.01%	1781
2026 Q2	$174K	Buy	+12,000	New	+$178K	﹤0.01%	1608

Other funds holding FINW

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's FINW Position: Q3 2026 in Review

IFP Advisors held its FinWise Bancorp (FINW) position steady in Q3 2026 at 12,000 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

IFP Advisors first reported a position in FINW in Q2 2026 and has held it in 2 quarters since. The position peaked at $174K in Q2 2026. 8 funds tracked by Wall St. Rank hold FINW as of Q3 2026.

IFP Advisors held 12,000 shares of FinWise Bancorp worth $134K as of Q3 2026.
IFP Advisors left its FinWise Bancorp share count unchanged in Q3 2026.
FinWise Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1781 holding.
IFP Advisors first reported a position in FinWise Bancorp in Q2 2026 and has held it in 2 quarters since.
IFP Advisors's FinWise Bancorp position peaked at $174K in Q2 2026.
8 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.