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Steve Schonfeld’s FinWise Bancorp FINW Stock Holding History

Steve Schonfeld’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
2025
Q2 		– Sell
-10,499
Closed -$184K – 2198
2025
Q1 		$184K Sell
10,499
-6,031
-36% -$108K ﹤0.01% 1957
2024
Q4 		$264K Buy
+16,530
New +$281K ﹤0.01% 1661

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Steve Schonfeld's FINW Position: Q2 2025 in Review

Steve Schonfeld sold out of FinWise Bancorp (FINW) in Q2 2025, closing a stake of 10,499 shares — an estimated $184K sold.

Steve Schonfeld first reported a position in FINW in Q4 2024 and held it in 2 quarters. The position peaked at $264K in Q4 2024. 46 funds tracked by Wall St. Rank hold FINW as of Q2 2025.

  • Steve Schonfeld reported no remaining FinWise Bancorp position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 10,499 FinWise Bancorp shares in Q2 2025, an estimated $184K.
  • Steve Schonfeld first reported a position in FinWise Bancorp in Q4 2024 and held it in 2 quarters.
  • Steve Schonfeld's FinWise Bancorp position peaked at $264K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.