Tempus Wealth Planning’s FinWise Bancorp FINW Stock Holding History

Tempus Wealth Planning’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 Q3	$312K	Hold	28,022	–	–	0.06%	229
2026 Q2	$406K	Hold	28,022	–	–	0.08%	194
2026 Q1	$444K	Hold	28,022	–	–	0.1%	178
2025 Q4	$503K	Hold	28,022	–	–	0.12%	177
2025 Q3	$543K	Hold	28,022	–	–	0.12%	171
2025 Q2	$421K	Hold	28,022	–	–	0.1%	179
2025 Q1	$491K	Buy	+28,022	New	+$502K	0.15%	151

Other funds holding FINW

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Tempus Wealth Planning's FINW Position: Q3 2026 in Review

Tempus Wealth Planning held its FinWise Bancorp (FINW) position steady in Q3 2026 at 28,022 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #229.

Tempus Wealth Planning first reported a position in FINW in Q1 2025 and has held it in 7 quarters since. The position peaked at $543K in Q3 2025. 8 funds tracked by Wall St. Rank hold FINW as of Q3 2026.

Tempus Wealth Planning held 28,022 shares of FinWise Bancorp worth $312K as of Q3 2026.
Tempus Wealth Planning left its FinWise Bancorp share count unchanged in Q3 2026.
FinWise Bancorp made up 0.06% of Tempus Wealth Planning's portfolio in Q3 2026, its #229 holding.
Tempus Wealth Planning first reported a position in FinWise Bancorp in Q1 2025 and has held it in 7 quarters since.
Tempus Wealth Planning's FinWise Bancorp position peaked at $543K in Q3 2025.
8 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.