Morgan Stanley
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Morgan Stanley’s FinWise Bancorp FINW Stock Holding History

Morgan Stanley’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 		$65.3K Sell
4,117
-6,536
-61% -$111K ﹤0.01% 6312
2025
Q4 		$191K Buy
10,653
+3,343
+46% +$61K ﹤0.01% 5952
2025
Q3 		$142K Sell
7,310
-8,258
-53% -$151K ﹤0.01% 6018
2025
Q2 		$234K Buy
15,568
+11,400
+274% +$167K ﹤0.01% 5793
2025
Q1 		$73K Buy
4,168
+2,440
+141% +$43.7K ﹤0.01% 6146
2024
Q4 		$27.6K Buy
+1,728
New +$29.4K ﹤0.01% 6470
2024
Q2 		– Sell
-8,850
Closed -$88.9K – 7885
2024
Q1 		$88.9K Sell
8,850
-6,590
-43% -$77K ﹤0.01% 6041
2023
Q4 		$221K Buy
+15,440
New +$165K ﹤0.01% 5901
2023
Q3 		– Sell
-760
Closed -$6.8K – 7641
2023
Q2 		$6.8K Hold
760
– – ﹤0.01% 6919
2023
Q1 		$6.7K Hold
760
– – ﹤0.01% 6992
2022
Q4 		$7.04K Sell
760
-209
-22% -$1.91K ﹤0.01% 7055
2022
Q3 		$9K Sell
969
-291
-23% -$2.91K ﹤0.01% 7102
2022
Q2 		$12K Sell
1,260
-3,499
-74% -$49.4K ﹤0.01% 7161
2022
Q1 		$82K Sell
4,759
-3,461
-42% -$62.6K ﹤0.01% 6447
2021
Q4 		$113K Buy
+8,220
New +$109K ﹤0.01% 6362

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

Morgan Stanley's FINW Position: Q1 2026 in Review

Morgan Stanley reduced its FinWise Bancorp (FINW) stake by 61% in Q1 2026, selling an estimated $111K and leaving 4,117 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6312.

Morgan Stanley first reported a position in FINW in Q4 2021 and has held it in 15 quarters since. The position peaked at $234K in Q2 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Morgan Stanley held 4,117 shares of FinWise Bancorp worth $65.3K as of Q1 2026.
  • Morgan Stanley sold 6,536 FinWise Bancorp shares in Q1 2026, an estimated $111K.
  • FinWise Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6312 holding.
  • Morgan Stanley first reported a position in FinWise Bancorp in Q4 2021 and has held it in 15 quarters since.
  • Morgan Stanley's FinWise Bancorp position peaked at $234K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.