Vanguard Capital Management
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Vanguard Capital Management’s FinWise Bancorp FINW Stock Holding History

Vanguard Capital Management’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 		$5.68M Buy
391,576
+723
+0.2% +$10.7K ﹤0.01% 3072
2026
Q1 		$6.2M Buy
+390,853
New +$6.66M ﹤0.01% 2972

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $91.6B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management's FINW Position: Q2 2026 in Review

Vanguard Capital Management increased its FinWise Bancorp (FINW) stake by 0.18% in Q2 2026, buying an estimated $10.7K and bringing the position to 391,576 shares worth $5.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Vanguard Capital Management first reported a position in FINW in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.2M in Q1 2026. 69 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Vanguard Capital Management held 391,576 shares of FinWise Bancorp worth $5.68M as of Q2 2026.
  • Vanguard Capital Management bought 723 FinWise Bancorp shares in Q2 2026, an estimated $10.7K.
  • FinWise Bancorp made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3072 holding.
  • Vanguard Capital Management first reported a position in FinWise Bancorp in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's FinWise Bancorp position peaked at $6.2M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.