Northern Trust
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Northern Trust’s FinWise Bancorp FINW Stock Holding History

Northern Trust’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 		$1.09M Buy
75,480
+7,602
+11% +$113K ﹤0.01% 3427
2026
Q1 		$1.08M Buy
67,878
+2,288
+3% +$39K ﹤0.01% 3307
2025
Q4 		$1.18M Sell
65,590
-5,537
-8% -$101K ﹤0.01% 3283
2025
Q3 		$1.38M Buy
71,127
+3,164
+5% +$57.7K ﹤0.01% 3233
2025
Q2 		$1.02M Buy
67,963
+49,834
+275% +$731K ﹤0.01% 3385
2025
Q1 		$317K Buy
18,129
+1,833
+11% +$32.8K ﹤0.01% 3772
2024
Q4 		$260K Buy
16,296
+3,179
+24% +$54.1K ﹤0.01% 3890
2024
Q3 		$205K Hold
13,117
– – ﹤0.01% 3884
2024
Q2 		$134K Buy
13,117
+1,033
+9% +$10.6K ﹤0.01% 3978
2024
Q1 		$121K Buy
+12,084
New +$141K ﹤0.01% 4027
2023
Q3 		– Sell
-11,616
Closed -$104K – 4492
2023
Q2 		$104K Hold
11,616
– – ﹤0.01% 4028
2023
Q1 		$102K Buy
11,616
+1,313
+13% +$12K ﹤0.01% 4081
2022
Q4 		$95.4K Hold
10,303
– – ﹤0.01% 4103
2022
Q3 		$93K Buy
+10,303
New +$103K ﹤0.01% 4135

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust's FINW Position: Q2 2026 in Review

Northern Trust increased its FinWise Bancorp (FINW) stake by 11% in Q2 2026, buying an estimated $113K and bringing the position to 75,480 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

Northern Trust first reported a position in FINW in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q3 2025. 69 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Northern Trust held 75,480 shares of FinWise Bancorp worth $1.09M as of Q2 2026.
  • Northern Trust bought 7,602 FinWise Bancorp shares in Q2 2026, an estimated $113K.
  • FinWise Bancorp made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3427 holding.
  • Northern Trust first reported a position in FinWise Bancorp in Q3 2022 and has held it in 14 quarters since.
  • Northern Trust's FinWise Bancorp position peaked at $1.38M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.