FINW

Finwise Bancorp$14.66 1.66%
FinancialsUSCUSIP 31813A109· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
50
+2 QoQ
13F Value (tracked)
$69.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$14.66 1.66%5Y +15.2%
$6.59$10.86$15.13$19.40$23.67202120222023202420252026765382643435353652665656937967928554
Hover for who · click for detailEnd-of-day closing prices52w $12.98 – $22.49
Build

Use FINW data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns FINW

This stock page is the Follow view. The Build view lets your agent query FINW owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FINW"
Ask your agent
Use Arkolith to show who owns FINW,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

50 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ALLIANCEBERNSTEIN L.P.
$14.3M
800K
+4.2%
Added · +32K sh
Q1 2026
2WASATCH ADVISORS LP
$9.5M
602K
Held
Q1 2026
3VANGUARD GROUP INC
$9.0M
502K
+3.1%
Added · +15K sh
Q4 2025
4US BANCORP \DE\
$7.4M
469K
+6.8%
Added · +30K sh
Q1 2026
5BlackRock, Inc.
$7.2M
456K
−12%
Reduced · −62K sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$6.2M
391K
New
+391K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$3.2M
200K
−3.2%
Reduced · −7K sh
Q1 2026
8DIMENSIONAL FUND ADVISORS LP
$1.8M
113K
+2.6%
Added · +3K sh
Q1 2026
9STATE STREET CORP
$1.4M
88K
+1.9%
Added · +2K sh
Q1 2026
10BRIDGEWAY CAPITAL MANAGEMENT, LLC
$1.3M
84K
−5.6%
Reduced · −5K sh
Q1 2026
11NORTHERN TRUST CORP
$1.1M
68K
+3.5%
Added · +2K sh
Q1 2026
12VANGUARD FIDUCIARY TRUST CO
$937K
59K
New
+59K sh
Q1 2026
13VANGUARD PORTFOLIO MANAGEMENT LLC
$865K
55K
New
+55K sh
Q1 2026
14EMERALD MUTUAL FUND ADVISERS TRUST
$862K
54K
Held
Q1 2026
15GOLDMAN SACHS GROUP INC
$591K
37K
−8.2%
Reduced · −3K sh
Q1 2026
16Militia Capital Management LLC
$498K
31K
New
+31K sh
Q1 2026
17RENAISSANCE TECHNOLOGIES LLC
$444K
28K
+17%
Added · +4K sh
Q1 2026
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$391K
25K
−10%
Reduced · −3K sh
Q1 2026
19EP Wealth Advisors, LLC
$377K
24K
+122%
Added · +13K sh
Q1 2026
20Empowered Funds, LLC
$373K
24K
−18%
Reduced · −5K sh
Q1 2026
21Bank of New York Mellon Corp
$306K
19K
−5.6%
Reduced · −1K sh
Q1 2026
22STEPHENS INC /AR/
$256K
16K
Held
Q1 2026
23LPL Financial LLC
$240K
15K
+19%
Added · +2K sh
Q1 2026
24DEUTSCHE BANK AG\
$188K
12K
+23%
Added · +2K sh
Q1 2026
25Nuveen, LLC
$187K
12K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
5
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Nov 3, 2025Keil RobertInsiderSell (S)2K$29K
Oct 31, 2025Reynolds Howard IDirectorBuy (P)2K$44K
Sep 5, 2025Giordano James NDirectorBuy (P)3K$48K
Aug 26, 2025Noone JamesPRESIDENTGrant (A)10K$195K
Jun 26, 2025Wahlman Robert E.EVP, Chief Financial OfficerGrant (A)2K$28K
Jun 9, 2025Noone JamesPRESIDENTTax withholding (F)1K$18K
May 28, 2025Noone JamesPRESIDENTTax withholding (F)4K$59K
May 28, 2025Keil RobertInsiderTax withholding (F)2K$31K
May 28, 2025Thiessens RichardInsiderTax withholding (F)2K$25K
May 28, 2025Clayton Natasha LauretteSee RemarksTax withholding (F)2K$25K
May 27, 2025Nievaard Lisa AnnDirectorGrant (A)3K$40K
May 27, 2025Gibson Thomas Elmer JrDirectorGrant (A)1K$20K

Institutional ownership over time

49 funds+32 since Q2 2022
02549Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $60.9M

Funds that own FINW also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA12 funds$5.8B
APPLE INCAAPL12 funds$5.3B
BROADCOM INCAVGO12 funds$2.3B
JPMORGAN CHASE & COJPM12 funds$1.1B
JOHNSON & JOHNSONJNJ12 funds$761.5M
CHEVRON CORPCVX12 funds$481.9M
MEDPACE HOLDINGS INCMEDP12 funds$424.8M
VERIZON COMMUNICATIONS INCVZ12 funds$355.4M
US BANCORPUSB12 funds$160.3M
LUMENTUM HOLDINGS INCLITE12 funds$54.3M
MONOLITHIC POWER SYSTEMS INCMPWR12 funds$39.6M
ROBINHOOD MARKETS INC - AHOOD12 funds$36.1M

Ranked by how many of FINW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FINW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.