IA
FINW icon

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
Q2 		$174K Buy
+12,000
New +$178K ﹤0.01% 1608

Other funds holding FINW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's FINW Position: Q2 2026 in Review

IFP Advisors opened a new position in FinWise Bancorp (FINW) in Q2 2026: 12,000 shares worth $174K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings.

5 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • IFP Advisors held 12,000 shares of FinWise Bancorp worth $174K as of Q2 2026.
  • FinWise Bancorp was a new IFP Advisors position in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1608 holding.
  • 5 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.