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 Q3	$23	Sell	2 -8	-80%	-$108	﹤0.01%	2545
2026 Q2	$145	Buy	+10	New	+$149	﹤0.01%	2500

Other funds holding FINW

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

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 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

True Wealth Design's FINW Position: Q3 2026 in Review

True Wealth Design reduced its FinWise Bancorp (FINW) stake by 80% in Q3 2026, selling an estimated $108 and leaving 2 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

True Wealth Design first reported a position in FINW in Q2 2026 and has held it in 2 quarters since. The position peaked at $145 in Q2 2026. 8 funds tracked by Wall St. Rank hold FINW as of Q3 2026.

True Wealth Design held 2 shares of FinWise Bancorp worth $23 as of Q3 2026.
True Wealth Design sold 8 FinWise Bancorp shares in Q3 2026, an estimated $108.
FinWise Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2545 holding.
True Wealth Design first reported a position in FinWise Bancorp in Q2 2026 and has held it in 2 quarters since.
True Wealth Design's FinWise Bancorp position peaked at $145 in Q2 2026.
8 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.