Vanguard Group’s FinWise Bancorp FINW Stock Holding History

Vanguard 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
2025 Q4	$9.01M	Buy	502,455 +15,132	+3%	+$276K	﹤0.01%	3013
2025 Q3	$9.45M	Buy	487,323 +1,739	+0.4%	+$31.7K	﹤0.01%	3010
2025 Q2	$7.29M	Buy	485,584 +63,642	+15%	+$934K	﹤0.01%	3066
2025 Q1	$7.39M	Buy	421,942 +4,685	+1%	+$83.9K	﹤0.01%	3009
2024 Q4	$6.67M	Buy	417,257 +1,306	+0.3%	+$22.2K	﹤0.01%	3146
2024 Q3	$6.49M	Buy	415,951 +17,460	+4%	+$220K	﹤0.01%	3162
2024 Q2	$4.07M	Buy	398,491 +21,689	+6%	+$222K	﹤0.01%	3342
2024 Q1	$3.79M	Buy	376,802 +24,457	+7%	+$286K	﹤0.01%	3402
2023 Q4	$5.04M	Sell	352,345 -11,444	-3%	-$122K	﹤0.01%	3286
2023 Q3	$3.14M	Buy	363,789 +3,100	+0.9%	+$29K	﹤0.01%	3438
2023 Q2	$3.23M	Hold	360,689	–	–	﹤0.01%	3491
2023 Q1	$3.18M	Buy	360,689 +6,718	+2%	+$61.2K	﹤0.01%	3506
2022 Q4	$3.28M	Buy	353,971 +10,041	+3%	+$92K	﹤0.01%	3481
2022 Q3	$3.1M	Buy	343,930 +140,373	+69%	+$1.4M	﹤0.01%	3572
2022 Q2	$1.9M	Buy	203,557 +9,477	+5%	+$134K	﹤0.01%	3827
2022 Q1	$3.33M	Buy	194,080 +174,080	+870%	+$3.15M	﹤0.01%	3726
2021 Q4	$276K	Buy	+20,000	New	+$265K	﹤0.01%	4525

Other funds holding FINW

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Group's FINW Position: Q4 2025 in Review

Vanguard Group increased its FinWise Bancorp (FINW) stake by 3.1% in Q4 2025, buying an estimated $276K and bringing the position to 502,455 shares worth $9.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Vanguard Group first reported a position in FINW in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.45M in Q3 2025. 59 funds tracked by Wall St. Rank hold FINW as of Q4 2025.

Vanguard Group held 502,455 shares of FinWise Bancorp worth $9.01M as of Q4 2025.
Vanguard Group bought 15,132 FinWise Bancorp shares in Q4 2025, an estimated $276K.
FinWise Bancorp made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3013 holding.
Vanguard Group first reported a position in FinWise Bancorp in Q4 2021 and has held it in 17 quarters since.
Vanguard Group's FinWise Bancorp position peaked at $9.45M in Q3 2025.
59 funds tracked by Wall St. Rank held FinWise Bancorp as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.