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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
Q2 		$7.28M Sell
502,201
-99,915
-17% -$1.48M 0.05% 155
2026
Q1 		$9.55M 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

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wasatch Advisors's FINW Position: Q2 2026 in Review

Wasatch Advisors reduced its FinWise Bancorp (FINW) stake by 17% in Q2 2026, selling an estimated $1.48M and leaving 502,201 shares worth $7.28M. The position accounts for 0.05% of the portfolio, ranked #155.

Wasatch Advisors first reported a position in FINW in Q4 2021 and has held it in 11 quarters since. The position peaked at $14.6M in Q3 2025. 4 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Wasatch Advisors held 502,201 shares of FinWise Bancorp worth $7.28M as of Q2 2026.
  • Wasatch Advisors sold 99,915 FinWise Bancorp shares in Q2 2026, an estimated $1.48M.
  • FinWise Bancorp made up 0.05% of Wasatch Advisors's portfolio in Q2 2026, its #155 holding.
  • Wasatch Advisors first reported a position in FinWise Bancorp in Q4 2021 and has held it in 11 quarters since.
  • Wasatch Advisors's FinWise Bancorp position peaked at $14.6M in Q3 2025.
  • 4 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.