UBS Group
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UBS Group’s FinWise Bancorp FINW Stock Holding History

UBS Group’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 		$24.3K Sell
1,534
-1,231
-45% -$21K ﹤0.01% 7811
2025
Q4 		$49.6K Sell
2,765
-3,493
-56% -$63.8K ﹤0.01% 7218
2025
Q3 		$121K Sell
6,258
-18,079
-74% -$330K ﹤0.01% 6990
2025
Q2 		$365K Sell
24,337
-4,516
-16% -$66.3K ﹤0.01% 6267
2025
Q1 		$505K Buy
28,853
+5,411
+23% +$96.9K ﹤0.01% 5842
2024
Q4 		$375K Buy
23,442
+23,441
+2,344,100% +$399K ﹤0.01% 6047
2024
Q3 		$16 Hold
1
– – ﹤0.01% 9325
2024
Q2 		$10 Sell
1
-2,510
-100% -$25.7K ﹤0.01% 9356
2024
Q1 		$25.2K Buy
+2,511
New +$29.3K ﹤0.01% 6813
2023
Q4 		– Sell
-477
Closed -$4.12K – 9484
2023
Q3 		$4.12K Buy
477
+55
+13% +$515 ﹤0.01% 7472
2023
Q2 		$3.78K Sell
422
-1,887
-82% -$16K ﹤0.01% 7601
2023
Q1 		$20.3K Buy
2,309
+1,252
+118% +$11.4K ﹤0.01% 7066
2022
Q4 		$9.79K Sell
1,057
-1,258
-54% -$11.5K ﹤0.01% 8608
2022
Q3 		$21K Buy
2,315
+402
+21% +$4.01K ﹤0.01% 7322
2022
Q2 		$18K Sell
1,913
-5,204
-73% -$73.5K ﹤0.01% 7006
2022
Q1 		$122K Buy
+7,117
New +$129K ﹤0.01% 5751

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $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

UBS Group's FINW Position: Q1 2026 in Review

UBS Group reduced its FinWise Bancorp (FINW) stake by 45% in Q1 2026, selling an estimated $21K and leaving 1,534 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7811.

UBS Group first reported a position in FINW in Q1 2022 and has held it in 16 quarters since. The position peaked at $505K in Q1 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • UBS Group held 1,534 shares of FinWise Bancorp worth $24.3K as of Q1 2026.
  • UBS Group sold 1,231 FinWise Bancorp shares in Q1 2026, an estimated $21K.
  • FinWise Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7811 holding.
  • UBS Group first reported a position in FinWise Bancorp in Q1 2022 and has held it in 16 quarters since.
  • UBS Group's FinWise Bancorp position peaked at $505K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.