Jones Financial Companies
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Jones Financial Companies’s FinWise Bancorp FINW Stock Holding History

Jones Financial Companies’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 		$4.3K Buy
+279
New +$4.15K ﹤0.01% 4164

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Vanguard Capital Management
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Geode Capital Management
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies's FINW Position: Q2 2026 in Review

Jones Financial Companies opened a new position in FinWise Bancorp (FINW) in Q2 2026: 279 shares worth $4.3K. The stake represents ﹤0.01% of the portfolio and ranks #4164 among its holdings.

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

  • Jones Financial Companies held 279 shares of FinWise Bancorp worth $4.3K as of Q2 2026.
  • FinWise Bancorp was a new Jones Financial Companies position in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4164 holding.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.