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M3F Inc’s FinWise Bancorp FINW Stock Holding History

M3F Inc’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
2024
Q4 		– Sell
-268,737
Closed -$4.19M – 31
2024
Q3 		$4.19M Sell
268,737
-9,909
-4% -$125K 1.29% 19
2024
Q2 		$2.85M Buy
278,646
+223,320
+404% +$2.29M 1.05% 25
2024
Q1 		$556K Buy
+55,326
New +$646K 0.2% 36

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

M3F Inc's FINW Position: Q4 2024 in Review

M3F Inc sold out of FinWise Bancorp (FINW) in Q4 2024, closing a stake of 268,737 shares — an estimated $4.19M sold.

M3F Inc first reported a position in FINW in Q1 2024 and held it in 3 quarters. The position peaked at $4.19M in Q3 2024. 36 funds tracked by Wall St. Rank hold FINW as of Q4 2024.

  • M3F Inc reported no remaining FinWise Bancorp position as of Q4 2024 after selling out during the quarter.
  • M3F Inc sold 268,737 FinWise Bancorp shares in Q4 2024, an estimated $4.19M.
  • M3F Inc first reported a position in FinWise Bancorp in Q1 2024 and held it in 3 quarters.
  • M3F Inc's FinWise Bancorp position peaked at $4.19M in Q3 2024.
  • 36 funds tracked by Wall St. Rank held FinWise Bancorp as of Q4 2024.

Based on M3F Inc's 13F filing for Q4 2024, filed 13 Feb 2025.