Jim Simons
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Jim Simons’s FinWise Bancorp FINW Stock Holding History

Jim Simons’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 		$374K Sell
25,800
-2,226
-8% -$33.1K ﹤0.01% 2708
2026
Q1 		$444K Buy
28,026
+4,026
+17% +$68.6K ﹤0.01% 2651
2025
Q4 		$431K Sell
24,000
-1,917
-7% -$35K ﹤0.01% 2632
2025
Q3 		$503K Sell
25,917
-11,583
-31% -$211K ﹤0.01% 2789
2025
Q2 		$563K Buy
37,500
+1,800
+5% +$26.4K ﹤0.01% 2775
2025
Q1 		$625K Sell
35,700
-11,000
-24% -$197K ﹤0.01% 2649
2024
Q4 		$746K Sell
46,700
-1,800
-4% -$30.6K ﹤0.01% 2645
2024
Q3 		$757K Buy
48,500
+1,600
+3% +$20.2K ﹤0.01% 2598
2024
Q2 		$479K Sell
46,900
-2,400
-5% -$24.6K ﹤0.01% 2707
2024
Q1 		$495K Buy
49,300
+2,300
+5% +$26.9K ﹤0.01% 2870
2023
Q4 		$673K Buy
47,000
+31,100
+196% +$332K ﹤0.01% 2630
2023
Q3 		$137K Buy
15,900
+1,600
+11% +$15K ﹤0.01% 3178
2023
Q2 		$128K Buy
14,300
+600
+4% +$5.1K ﹤0.01% 3412
2023
Q1 		$121K Buy
13,700
+1,100
+9% +$10K ﹤0.01% 3428
2022
Q4 		$117K Buy
12,600
+600
+5% +$5.5K ﹤0.01% 3568
2022
Q3 		$108K Buy
12,000
+500
+4% +$4.99K ﹤0.01% 3568
2022
Q2 		$107K Sell
11,500
-8,000
-41% -$113K ﹤0.01% 3832
2022
Q1 		$334K Buy
+19,500
New +$353K ﹤0.01% 3422

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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bridgeway Capital Management
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

Jim Simons's FINW Position: Q2 2026 in Review

Jim Simons reduced its FinWise Bancorp (FINW) stake by 7.9% in Q2 2026, selling an estimated $33.1K and leaving 25,800 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Jim Simons first reported a position in FINW in Q1 2022 and has held it in 18 quarters since. The position peaked at $757K in Q3 2024. 69 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Jim Simons held 25,800 shares of FinWise Bancorp worth $374K as of Q2 2026.
  • Jim Simons sold 2,226 FinWise Bancorp shares in Q2 2026, an estimated $33.1K.
  • FinWise Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2708 holding.
  • Jim Simons first reported a position in FinWise Bancorp in Q1 2022 and has held it in 18 quarters since.
  • Jim Simons's FinWise Bancorp position peaked at $757K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.