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Vermillion & White Wealth Management Group’s FinWise Bancorp FINW Stock Holding History

Vermillion & White Wealth Management 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 		– Sell
-150
Closed -$2.69K – 231
2025
Q4 		$2.69K Hold
150
– – ﹤0.01% 471
2025
Q3 		$2.91K Hold
150
– – ﹤0.01% 478
2025
Q2 		$2.25K Buy
+150
New +$2.2K ﹤0.01% 451

Other funds holding FINW

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WA
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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

Vermillion & White Wealth Management Group's FINW Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of FinWise Bancorp (FINW) in Q1 2026, closing a stake of 150 shares — an estimated $2.69K sold.

Vermillion & White Wealth Management Group first reported a position in FINW in Q2 2025 and held it in 3 quarters. The position peaked at $2.91K in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining FinWise Bancorp position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 150 FinWise Bancorp shares in Q1 2026, an estimated $2.69K.
  • Vermillion & White Wealth Management Group first reported a position in FinWise Bancorp in Q2 2025 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's FinWise Bancorp position peaked at $2.91K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.