Wells Fargo
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Wells Fargo’s FinWise Bancorp FINW Stock Holding History

Wells Fargo’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 		$54.5K Sell
3,434
-6,849
-67% -$117K ﹤0.01% 5427
2025
Q4 		$184K Buy
10,283
+4,163
+68% +$76K ﹤0.01% 5111
2025
Q3 		$119K Buy
6,120
+983
+19% +$17.9K ﹤0.01% 5233
2025
Q2 		$77.1K Buy
+5,137
New +$75.4K ﹤0.01% 5344
2024
Q2 		– Sell
-51
Closed -$513 – 7080
2024
Q1 		$513 Hold
51
– – ﹤0.01% 6273
2023
Q4 		$730 Buy
51
+3
+6% +$32 ﹤0.01% 6305
2023
Q3 		$415 Sell
48
-15
-24% -$140 ﹤0.01% 6405
2023
Q2 		$564 Buy
63
+3
+5% +$25 ﹤0.01% 6462
2023
Q1 		$529 Hold
60
– – ﹤0.01% 6542
2022
Q4 		$556 Buy
60
+2
+3% +$18 ﹤0.01% 6356
2022
Q3 		$1K Buy
58
+33
+132% +$329 ﹤0.01% 6331
2022
Q2 		$0 Buy
25
+3
+14% +$42 ﹤0.01% 7002
2022
Q1 		$0 Buy
+22
New +$398 ﹤0.01% 7282

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $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

Wells Fargo's FINW Position: Q1 2026 in Review

Wells Fargo reduced its FinWise Bancorp (FINW) stake by 67% in Q1 2026, selling an estimated $117K and leaving 3,434 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5427.

Wells Fargo first reported a position in FINW in Q1 2022 and has held it in 13 quarters since. The position peaked at $184K in Q4 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Wells Fargo held 3,434 shares of FinWise Bancorp worth $54.5K as of Q1 2026.
  • Wells Fargo sold 6,849 FinWise Bancorp shares in Q1 2026, an estimated $117K.
  • FinWise Bancorp made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5427 holding.
  • Wells Fargo first reported a position in FinWise Bancorp in Q1 2022 and has held it in 13 quarters since.
  • Wells Fargo's FinWise Bancorp position peaked at $184K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.