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Rothschild Investment LLC’s FinWise Bancorp FINW Stock Holding History

Rothschild Investment LLC’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 		$102 Buy
+7
New +$104 ﹤0.01% 3514

Other funds holding FINW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's FINW Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in FinWise Bancorp (FINW) in Q2 2026: 7 shares worth $102. The stake represents ﹤0.01% of the portfolio and ranks #3514 among its holdings.

21 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Rothschild Investment LLC held 7 shares of FinWise Bancorp worth $102 as of Q2 2026.
  • FinWise Bancorp was a new Rothschild Investment LLC position in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3514 holding.
  • 21 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.