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 Q2	$1.26M	Sell	86,864 -944	-1%	-$14K	﹤0.01%	3436
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 $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street's FINW Position: Q2 2026 in Review

State Street reduced its FinWise Bancorp (FINW) stake by 1.1% in Q2 2026, selling an estimated $14K and leaving 86,864 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

State Street first reported a position in FINW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2025. 69 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

State Street held 86,864 shares of FinWise Bancorp worth $1.26M as of Q2 2026.
State Street sold 944 FinWise Bancorp shares in Q2 2026, an estimated $14K.
FinWise Bancorp made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3436 holding.
State Street first reported a position in FinWise Bancorp in Q4 2022 and has held it in 15 quarters since.
State Street's FinWise Bancorp position peaked at $1.55M in Q4 2025.
69 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.