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Sterling Capital Management’s FinWise Bancorp FINW Stock Holding History

Sterling Capital Management’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 		$1.33K Sell
92
-66
-42% -$981 ﹤0.01% 3086
2026
Q1 		$2.51K Sell
158
-127
-45% -$2.16K ﹤0.01% 2942
2025
Q4 		$5.11K Buy
285
+22
+8% +$402 ﹤0.01% 2886
2025
Q3 		$5.1K Buy
263
+152
+137% +$2.77K ﹤0.01% 2761
2025
Q2 		$1.67K Buy
+111
New +$1.63K ﹤0.01% 2965

Other funds holding FINW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Sterling Capital Management's FINW Position: Q2 2026 in Review

Sterling Capital Management reduced its FinWise Bancorp (FINW) stake by 42% in Q2 2026, selling an estimated $981 and leaving 92 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

Sterling Capital Management first reported a position in FINW in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.11K in Q4 2025. 10 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Sterling Capital Management held 92 shares of FinWise Bancorp worth $1.33K as of Q2 2026.
  • Sterling Capital Management sold 66 FinWise Bancorp shares in Q2 2026, an estimated $981.
  • FinWise Bancorp made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #3086 holding.
  • Sterling Capital Management first reported a position in FinWise Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Sterling Capital Management's FinWise Bancorp position peaked at $5.11K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.