Siena Capital Partners’s FinWise Bancorp FINW Stock Holding History

Siena Capital 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 Q1	–	Sell	-91,588	Closed	-$1.64M	–	102
2025 Q4	$1.64M	Sell	91,588 -45,535	-33%	-$832K	0.44%	80
2025 Q3	$2.66M	Hold	137,123	–	–	0.76%	60
2025 Q2	$2.06M	Hold	137,123	–	–	0.6%	70
2025 Q1	$2.4M	Buy	137,123 +23,405	+21%	+$419K	0.71%	62
2024 Q4	$1.82M	Hold	113,718	–	–	0.5%	74
2024 Q3	$1.77M	Hold	113,718	–	–	0.51%	78
2024 Q2	$1.16M	Hold	113,718	–	–	0.38%	86
2024 Q1	$1.14M	Hold	113,718	–	–	0.38%	83
2023 Q4	$1.63M	Buy	113,718 +16,282	+17%	+$174K	0.51%	71
2023 Q3	$872K	Buy	97,436 +64,470	+196%	+$603K	0.31%	89
2023 Q2	$295K	Buy	+32,966	New	+$280K	0.1%	100

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Siena Capital Partners's FINW Position: Q1 2026 in Review

Siena Capital Partners sold out of FinWise Bancorp (FINW) in Q1 2026, closing a stake of 91,588 shares — an estimated $1.64M sold.

Siena Capital Partners first reported a position in FINW in Q2 2023 and held it in 11 quarters. The position peaked at $2.66M in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

Siena Capital Partners reported no remaining FinWise Bancorp position as of Q1 2026 after selling out during the quarter.
Siena Capital Partners sold 91,588 FinWise Bancorp shares in Q1 2026, an estimated $1.64M.
Siena Capital Partners first reported a position in FinWise Bancorp in Q2 2023 and held it in 11 quarters.
Siena Capital Partners's FinWise Bancorp position peaked at $2.66M in Q3 2025.
56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Siena Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.