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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
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

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

Tempus Wealth Planning's FINW Position: Q2 2026 in Review

Tempus Wealth Planning held its FinWise Bancorp (FINW) position steady in Q2 2026 at 28,022 shares worth $406K. The position accounts for 0.08% of the portfolio, ranked #194.

Tempus Wealth Planning first reported a position in FINW in Q1 2025 and has held it in 6 quarters since. The position peaked at $543K in Q3 2025. 70 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Tempus Wealth Planning held 28,022 shares of FinWise Bancorp worth $406K as of Q2 2026.
  • Tempus Wealth Planning left its FinWise Bancorp share count unchanged in Q2 2026.
  • FinWise Bancorp made up 0.08% of Tempus Wealth Planning's portfolio in Q2 2026, its #194 holding.
  • Tempus Wealth Planning first reported a position in FinWise Bancorp in Q1 2025 and has held it in 6 quarters since.
  • Tempus Wealth Planning's FinWise Bancorp position peaked at $543K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.