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Summit Wealth Group (Colorado)’s FinWise Bancorp FINW Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-15,695
Closed -$136K – 391
2025
Q3 		$136K Buy
+15,695
New +$286K 0.01% 478

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Summit Wealth Group (Colorado)'s FINW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of FinWise Bancorp (FINW) in Q4 2025, closing a stake of 15,695 shares — an estimated $136K sold.

Summit Wealth Group (Colorado) first reported a position in FINW in Q3 2025 and held it in 1 quarter. The position peaked at $136K in Q3 2025. 59 funds tracked by Wall St. Rank hold FINW as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining FinWise Bancorp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 15,695 FinWise Bancorp shares in Q4 2025, an estimated $136K.
  • Summit Wealth Group (Colorado) first reported a position in FinWise Bancorp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s FinWise Bancorp position peaked at $136K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held FinWise Bancorp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.