State Street’s FinWise Bancorp FINW Stock Holding History

State Street’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	$1.39M	Buy	87,808 +1,660	+2%	+$28.3K	﹤0.01%	3405
2025 Q4	$1.55M	Buy	86,148 +8,429	+11%	+$154K	﹤0.01%	3416
2025 Q3	$1.51M	Buy	77,719 +5,841	+8%	+$107K	﹤0.01%	3424
2025 Q2	$1.08M	Buy	71,878 +54,263	+308%	+$796K	﹤0.01%	3473
2025 Q1	$308K	Buy	17,615 +930	+6%	+$16.7K	﹤0.01%	3727
2024 Q4	$267K	Buy	16,685 +2,400	+17%	+$40.8K	﹤0.01%	3780
2024 Q3	$223K	Hold	14,285	–	–	﹤0.01%	3800
2024 Q2	$146K	Hold	14,285	–	–	﹤0.01%	3906
2024 Q1	$144K	Hold	14,285	–	–	﹤0.01%	3949
2023 Q4	$204K	Hold	14,285	–	–	﹤0.01%	3898
2023 Q3	$123K	Buy	14,285 +800	+6%	+$7.49K	﹤0.01%	4059
2023 Q2	$121K	Hold	13,485	–	–	﹤0.01%	4177
2023 Q1	$119K	Hold	13,485	–	–	﹤0.01%	4265
2022 Q4	$125K	Buy	+13,485	New	+$124K	﹤0.01%	4298

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

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street's FINW Position: Q1 2026 in Review

State Street increased its FinWise Bancorp (FINW) stake by 1.9% in Q1 2026, buying an estimated $28.3K and bringing the position to 87,808 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

State Street first reported a position in FINW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q4 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

State Street held 87,808 shares of FinWise Bancorp worth $1.39M as of Q1 2026.
State Street bought 1,660 FinWise Bancorp shares in Q1 2026, an estimated $28.3K.
FinWise Bancorp made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3405 holding.
State Street first reported a position in FinWise Bancorp in Q4 2022 and has held it in 14 quarters since.
State Street's FinWise Bancorp position peaked at $1.55M in Q4 2025.
56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.