Wasatch Advisors’s FinWise Bancorp FINW Stock Holding History

Wasatch Advisors’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	$2.62M	Sell	235,416 -266,785	-53%	-$3.61M	0.02%	205
2026 Q2	$7.28M	Sell	502,201 -99,915	-17%	-$1.48M	0.05%	155
2026 Q1	$9.5M	Hold	602,116	–	–	0.06%	133
2025 Q4	$10.8M	Sell	602,116 -152,427	-20%	-$2.78M	0.06%	145
2025 Q3	$14.6M	Buy	754,543 +50,434	+7%	+$920K	0.08%	139
2025 Q2	$10.6M	Hold	704,109	–	–	0.06%	155
2025 Q1	$12.3M	Buy	704,109 +74,710	+12%	+$1.34M	0.07%	150
2024 Q4	$10.1M	Buy	629,399 +231,405	+58%	+$3.94M	0.05%	162
2024 Q3	$6.21M	Buy	+397,994	New	+$5.02M	0.03%	189
2022 Q3	–	Sell	-426,479	Closed	-$3.98M	–	259
2022 Q2	$3.98M	Hold	426,479	–	–	0.03%	213
2022 Q1	$7.31M	Sell	426,479 -100,302	-19%	-$1.82M	0.04%	205
2021 Q4	$7.26M	Buy	+526,781	New	+$6.97M	0.03%	217

Other funds holding FINW

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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wasatch Advisors's FINW Position: Q3 2026 in Review

Wasatch Advisors reduced its FinWise Bancorp (FINW) stake by 53% in Q3 2026, selling an estimated $3.61M and leaving 235,416 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #205.

Wasatch Advisors first reported a position in FINW in Q4 2021 and has held it in 12 quarters since. The position peaked at $14.6M in Q3 2025. 8 funds tracked by Wall St. Rank hold FINW as of Q3 2026.

Wasatch Advisors held 235,416 shares of FinWise Bancorp worth $2.62M as of Q3 2026.
Wasatch Advisors sold 266,785 FinWise Bancorp shares in Q3 2026, an estimated $3.61M.
FinWise Bancorp made up 0.02% of Wasatch Advisors's portfolio in Q3 2026, its #205 holding.
Wasatch Advisors first reported a position in FinWise Bancorp in Q4 2021 and has held it in 12 quarters since.
Wasatch Advisors's FinWise Bancorp position peaked at $14.6M in Q3 2025.
8 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.