Rockefeller Capital Management
FINW icon

Rockefeller Capital Management’s FinWise Bancorp FINW Stock Holding History

Rockefeller Capital Management’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
2022
Q2 		– Sell
-25,000
Closed -$428K – 4193
2022
Q1 		$428K Sell
25,000
-5,000
-17% -$90.5K ﹤0.01% 1382
2021
Q4 		$413K Buy
+30,000
New +$397K ﹤0.01% 1381

Other funds holding FINW

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's FINW Position: Q2 2022 in Review

Rockefeller Capital Management sold out of FinWise Bancorp (FINW) in Q2 2022, closing a stake of 25,000 shares — an estimated $428K sold.

Rockefeller Capital Management first reported a position in FINW in Q4 2021 and held it in 2 quarters. The position peaked at $428K in Q1 2022. 24 funds tracked by Wall St. Rank hold FINW as of Q2 2022.

  • Rockefeller Capital Management reported no remaining FinWise Bancorp position as of Q2 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 25,000 FinWise Bancorp shares in Q2 2022, an estimated $428K.
  • Rockefeller Capital Management first reported a position in FinWise Bancorp in Q4 2021 and held it in 2 quarters.
  • Rockefeller Capital Management's FinWise Bancorp position peaked at $428K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2022.

Based on Rockefeller Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.