TownSquare Capital’s FinWise Bancorp FINW Stock Holding History

TownSquare Capital’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	-14,205	Closed	-$249K	–	948
2025 Q1	$249K	Hold	14,205	–	–	﹤0.01%	1441
2024 Q4	$227K	Hold	14,205	–	–	﹤0.01%	1383
2024 Q3	$222K	Sell	14,205 -247	-2%	-$3.11K	﹤0.01%	1338
2024 Q2	$148K	Buy	14,452 +252	+2%	+$2.58K	﹤0.01%	1226
2024 Q1	$143K	Hold	14,200	–	–	﹤0.01%	1164
2023 Q4	$203K	Sell	14,200 -1,495	-10%	-$15.9K	﹤0.01%	1064
2023 Q3	$136K	Sell	15,695 -1,505	-9%	-$14.1K	﹤0.01%	1052
2023 Q2	$154K	Hold	17,200	–	–	﹤0.01%	1014
2023 Q1	$152K	Buy	17,200 +6,000	+54%	+$54.6K	﹤0.01%	932
2022 Q4	$104K	Sell	11,200 -800	-7%	-$7.33K	﹤0.01%	897
2022 Q3	$108K	Hold	12,000	–	–	﹤0.01%	721
2022 Q2	$112K	Buy	+12,000	New	+$169K	﹤0.01%	690

Other funds holding FINW

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

TownSquare Capital's FINW Position: Q2 2025 in Review

TownSquare Capital sold out of FinWise Bancorp (FINW) in Q2 2025, closing a stake of 14,205 shares — an estimated $249K sold.

TownSquare Capital first reported a position in FINW in Q2 2022 and held it in 12 quarters. The position peaked at $249K in Q1 2025. 46 funds tracked by Wall St. Rank hold FINW as of Q2 2025.

TownSquare Capital reported no remaining FinWise Bancorp position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 14,205 FinWise Bancorp shares in Q2 2025, an estimated $249K.
TownSquare Capital first reported a position in FinWise Bancorp in Q2 2022 and held it in 12 quarters.
TownSquare Capital's FinWise Bancorp position peaked at $249K in Q1 2025.
46 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.