LPL Financial
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LPL Financial’s FinWise Bancorp FINW Stock Holding History

LPL Financial’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
Q1 		$240K Buy
15,115
+2,460
+19% +$41.9K ﹤0.01% 5360
2025
Q4 		$227K Sell
12,655
-1,000
-7% -$18.3K ﹤0.01% 5370
2025
Q3 		$265K Buy
+13,655
New +$249K ﹤0.01% 5152
2024
Q4 		– Sell
-10,595
Closed -$165K – 5339
2024
Q3 		$165K Hold
10,595
– – ﹤0.01% 4780
2024
Q2 		$108K Sell
10,595
-1,500
-12% -$15.4K ﹤0.01% 4728
2024
Q1 		$122K Buy
+12,095
New +$141K ﹤0.01% 4637

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's FINW Position: Q1 2026 in Review

LPL Financial increased its FinWise Bancorp (FINW) stake by 19% in Q1 2026, buying an estimated $41.9K and bringing the position to 15,115 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #5360.

LPL Financial first reported a position in FINW in Q1 2024 and has held it in 6 quarters since. The position peaked at $265K in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • LPL Financial held 15,115 shares of FinWise Bancorp worth $240K as of Q1 2026.
  • LPL Financial bought 2,460 FinWise Bancorp shares in Q1 2026, an estimated $41.9K.
  • FinWise Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5360 holding.
  • LPL Financial first reported a position in FinWise Bancorp in Q1 2024 and has held it in 6 quarters since.
  • LPL Financial's FinWise Bancorp position peaked at $265K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.