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Integrated Wealth Concepts’s FinWise Bancorp FINW Stock Holding History

Integrated Wealth Concepts’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 		$280 Buy
+19
New +$282 ﹤0.01% 5718

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Concepts's FINW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in FinWise Bancorp (FINW) in Q2 2026: 19 shares worth $280. The stake represents ﹤0.01% of the portfolio and ranks #5718 among its holdings.

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

  • Integrated Wealth Concepts held 19 shares of FinWise Bancorp worth $280 as of Q2 2026.
  • FinWise Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5718 holding.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.