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Stephens Inc’s FinWise Bancorp FINW Stock Holding History

Stephens Inc’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 		$234K Hold
16,129
– – ﹤0.01% 1171
2026
Q1 		$256K Hold
16,129
– – ﹤0.01% 1102
2025
Q4 		$289K Buy
+16,129
New +$295K ﹤0.01% 1052
2022
Q2 		– Sell
-18,600
Closed -$319K – 1265
2022
Q1 		$319K Buy
18,600
+3,500
+23% +$63.4K 0.01% 992
2021
Q4 		$208K Buy
+15,100
New +$200K ﹤0.01% 1197

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Inc's FINW Position: Q2 2026 in Review

Stephens Inc held its FinWise Bancorp (FINW) position steady in Q2 2026 at 16,129 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Stephens Inc first reported a position in FINW in Q4 2021 and has held it in 5 quarters since. The position peaked at $319K in Q1 2022. 69 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Stephens Inc held 16,129 shares of FinWise Bancorp worth $234K as of Q2 2026.
  • Stephens Inc left its FinWise Bancorp share count unchanged in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1171 holding.
  • Stephens Inc first reported a position in FinWise Bancorp in Q4 2021 and has held it in 5 quarters since.
  • Stephens Inc's FinWise Bancorp position peaked at $319K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.