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Transamerica Financial Advisors’s FinWise Bancorp FINW Stock Holding History

Transamerica Financial Advisors’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
Q1 		– Sell
-68
Closed -$1.22K – 1989
2025
Q4 		$1.22K Buy
+68
New +$1.24K ﹤0.01% 1213

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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transamerica Financial Advisors's FINW Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of FinWise Bancorp (FINW) in Q1 2026, closing a stake of 68 shares — an estimated $1.22K sold.

Transamerica Financial Advisors first reported a position in FINW in Q4 2025 and held it in 1 quarter. The position peaked at $1.22K in Q4 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining FinWise Bancorp position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 68 FinWise Bancorp shares in Q1 2026, an estimated $1.22K.
  • Transamerica Financial Advisors first reported a position in FinWise Bancorp in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's FinWise Bancorp position peaked at $1.22K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.