RhumbLine Advisers
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RhumbLine Advisers’s FinWise Bancorp FINW Stock Holding History

RhumbLine Advisers’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 		$103K Sell
6,495
-102
-2% -$1.74K ﹤0.01% 3399
2025
Q4 		$118K Sell
6,597
-1,624
-20% -$29.7K ﹤0.01% 3412
2025
Q3 		$159K Sell
8,221
-165
-2% -$3.01K ﹤0.01% 3340
2025
Q2 		$126K Buy
+8,386
New +$123K ﹤0.01% 3451

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

RhumbLine Advisers's FINW Position: Q1 2026 in Review

RhumbLine Advisers reduced its FinWise Bancorp (FINW) stake by 1.5% in Q1 2026, selling an estimated $1.74K and leaving 6,495 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

RhumbLine Advisers first reported a position in FINW in Q2 2025 and has held it in 4 quarters since. The position peaked at $159K in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • RhumbLine Advisers held 6,495 shares of FinWise Bancorp worth $103K as of Q1 2026.
  • RhumbLine Advisers sold 102 FinWise Bancorp shares in Q1 2026, an estimated $1.74K.
  • FinWise Bancorp made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #3399 holding.
  • RhumbLine Advisers first reported a position in FinWise Bancorp in Q2 2025 and has held it in 4 quarters since.
  • RhumbLine Advisers's FinWise Bancorp position peaked at $159K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.