JC
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JCSD Capital’s FinWise Bancorp FINW Stock Holding History

JCSD Capital’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
2023
Q1 		– Sell
-10
Closed -$93 – 56
2022
Q4 		$93 Hold
10
– – ﹤0.01% 60
2022
Q3 		$1K Sell
10
-17,687
-100% -$177K ﹤0.01% 70
2022
Q2 		$165K Buy
+17,697
New +$250K 0.19% 49

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JCSD Capital's FINW Position: Q1 2023 in Review

JCSD Capital sold out of FinWise Bancorp (FINW) in Q1 2023, closing a stake of 10 shares — an estimated $93 sold.

JCSD Capital first reported a position in FINW in Q2 2022 and held it in 3 quarters. The position peaked at $165K in Q2 2022. 19 funds tracked by Wall St. Rank hold FINW as of Q1 2023.

  • JCSD Capital reported no remaining FinWise Bancorp position as of Q1 2023 after selling out during the quarter.
  • JCSD Capital sold 10 FinWise Bancorp shares in Q1 2023, an estimated $93.
  • JCSD Capital first reported a position in FinWise Bancorp in Q2 2022 and held it in 3 quarters.
  • JCSD Capital's FinWise Bancorp position peaked at $165K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2023.

Based on JCSD Capital's 13F filing for Q1 2023, filed 27 Apr 2023.