PFG Investments’s FinWise Bancorp FINW Stock Holding History

PFG Investments’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
2025 Q2	–	Sell	-10,250	Closed	-$179K	–	1076
2025 Q1	$179K	Buy	+10,250	New	+$184K	0.01%	898

Other funds holding FINW

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

PFG Investments's FINW Position: Q2 2025 in Review

PFG Investments sold out of FinWise Bancorp (FINW) in Q2 2025, closing a stake of 10,250 shares — an estimated $179K sold.

PFG Investments first reported a position in FINW in Q1 2025 and held it in 1 quarter. The position peaked at $179K in Q1 2025. 46 funds tracked by Wall St. Rank hold FINW as of Q2 2025.

PFG Investments reported no remaining FinWise Bancorp position as of Q2 2025 after selling out during the quarter.
PFG Investments sold 10,250 FinWise Bancorp shares in Q2 2025, an estimated $179K.
PFG Investments first reported a position in FinWise Bancorp in Q1 2025 and held it in 1 quarter.
PFG Investments's FinWise Bancorp position peaked at $179K in Q1 2025.
46 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.