TWD
FINW icon

True Wealth Design’s FinWise Bancorp FINW Stock Holding History

True Wealth Design’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 		$145 Buy
+10
New +$149 ﹤0.01% 2500

Other funds holding FINW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's FINW Position: Q2 2026 in Review

True Wealth Design opened a new position in FinWise Bancorp (FINW) in Q2 2026: 10 shares worth $145. The stake represents ﹤0.01% of the portfolio and ranks #2500 among its holdings.

5 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • True Wealth Design held 10 shares of FinWise Bancorp worth $145 as of Q2 2026.
  • FinWise Bancorp was a new True Wealth Design position in Q2 2026.
  • FinWise Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2500 holding.
  • 5 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.