Root Financial Partners’s FinWise Bancorp FINW Stock Holding History

Root Financial Partners’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 Q3	$33	Buy	+3	New	+$41	﹤0.01%	3760

Other funds holding FINW

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Root Financial Partners's FINW Position: Q3 2026 in Review

Root Financial Partners opened a new position in FinWise Bancorp (FINW) in Q3 2026: 3 shares worth $33. The stake represents ﹤0.01% of the portfolio and ranks #3760 among its holdings.

10 funds tracked by Wall St. Rank hold FINW as of Q3 2026.

Root Financial Partners held 3 shares of FinWise Bancorp worth $33 as of Q3 2026.
FinWise Bancorp was a new Root Financial Partners position in Q3 2026.
FinWise Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3760 holding.
10 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.