FINWISE BANCORP (FINW) Institutional Ownership Changes & 13F Activity
FINWISE BANCORP (FINW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vanguard Capital Management Llc, Blackrock, Inc., Alliancebernstein L.P., Militia Capital Management Llc, and Us Bancorp \De\.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Militia Capital Management Llc | Buy | +31,419 | — | 31,419 | $498.31K | Q1 2026 | Aug 12, 2026 |
| Wells Fargo & Company/Mn | Sell | -6,849 | -66.6% | 3,434 | $54.46K | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +1,000 | — | 1,000 | $15.86K | Q1 2026 | May 19, 2026 |
| California State Teachers Retirement System | Sell | -67 | -11.7% | 504 | $7.99K | Q1 2026 | May 18, 2026 |
| Alliancebernstein L.P. | Buy | +32,470 | +4.2% | 799,876 | $14.35M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +30,000 | +6.8% | 469,048 | $7.44M | Q1 2026 | May 15, 2026 |
| Barclays Plc | Sell | -9,556 | -65.3% | 5,078 | $80.54K | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Sell | -6,591 | -3.2% | 199,970 | $3.17M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -6,536 | -61.4% | 4,117 | $65.30K | Q1 2026 | May 15, 2026 |
| Bridgeway Capital Management, Llc | Sell | -5,000 | -5.6% | 83,889 | $1.33M | Q1 2026 | May 15, 2026 |
| Empowered Funds, Llc | Sell | -5,000 | -17.5% | 23,537 | $373.30K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -3,322 | -8.2% | 37,243 | $590.67K | Q1 2026 | May 15, 2026 |
| Charles Schwab Investment Management Inc | Sell | -2,769 | -10.1% | 24,649 | $390.93K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,885 | +291.8% | 2,531 | $40.14K | Q1 2026 | May 15, 2026 |
| State Street Corp | Buy | +1,660 | +1.9% | 87,808 | $1.39M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -281 | -88.1% | 38 | $1.00K | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +102 | +2.3% | 4,447 | $70.53K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -61 | -83.6% | 12 | $190.00 | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +2 | — | 2 | $32.00 | Q1 2026 | May 15, 2026 |
| Ep Wealth Advisors, Llc | Buy | +13,084 | +122.1% | 23,799 | $377.45K | Q1 2026 | May 14, 2026 |
| Renaissance Technologies LLC | Buy | +4,026 | +16.8% | 28,026 | $444.49K | Q1 2026 | May 14, 2026 |
| Northern Trust Corp | Buy | +2,288 | +3.5% | 67,878 | $1.08M | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +363 | — | 363 | $6.32K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +20 | +117.6% | 37 | $587.00 | Q1 2026 | May 14, 2026 |
| Blackrock, Inc. | Sell | -61,570 | -11.9% | 456,238 | $7.24M | Q1 2026 | May 13, 2026 |
| Globeflex Capital L P | Buy | +9,936 | +292.1% | 13,337 | $211.53K | Q1 2026 | May 13, 2026 |
| Bnp Paribas Financial Markets | Sell | -440 | -14.8% | 2,539 | $40.27K | Q1 2026 | May 12, 2026 |
| Rhumbline Advisers | Sell | -102 | -1.5% | 6,495 | $103.01K | Q1 2026 | May 12, 2026 |
| Citigroup Inc | Buy | +407 | +185.0% | 627 | $9.95K | Q1 2026 | May 11, 2026 |
| Vanguard Capital Management Llc | Buy | +390,853 | — | 390,853 | $6.20M | Q1 2026 | May 08, 2026 |
Frequently asked questions about FINW activity
Which institutional owners are buying FINW?
Institutional owners buying FINW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FINW activity?
"Buy" means an investor increased their reported position in FINW compared to the prior reporting period. This reflects growing exposure to FINWISE BANCORP (FINW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FINW increasing?
Institutional interest in FINW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related FINW Institutional Insights
- FINW Overview
- FINW 13F Institutional Holders
- FINW Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- FINW Insider Trading & SEC Form 4 Activity
- FINW Articles
- Top Institutional Investor Stock Rankings