Finwise Bancorp: which funds bought and sold

Institutions that bought and sold Finwise Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 39 institutions that filed 13F reports for both quarters added to or opened positions in Finwise Bancorp, and 17 cut or closed them. Together they added a net 144K shares, +3.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 72K shares (−4.7%); index fund managers were net buyers of 119K shares (+8.8%). 14 opened a new position and 0 sold out entirely.

Bought, Q2 2026 39 institutions, 14 of them new holders Sold, Q2 2026 17 institutions, 0 of them sold out

Net change, all compared +144K shares (+3.7%)

Net change, active managers −72K shares (−4.7%), 4 bought, 4 sold

Buyers versus sellers

institutions compared, 68

39 bought 12 17 sold

Active managers and hedge funds 4 bought · 4 sold · −72K

Index fund managers 8 bought · 1 sold · +119K

Other institutions 27 bought · 12 sold · +97K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+64K +14.1%	521K	$7.5M
Pmc Fig Opportunities LLC	+50K New position	50K	$725,000
Morgan Stanley	+37K +888.8%	41K	$590,296
Geode Capital Management, LLC Index funds	+29K +14.3%	229K	$3.3M
Scoggin Management LP	+25K New position	25K	$362,500
Strs Ohio	+15K New position	15K	$214,600
Alliancebernstein L.P. Active manager	+15K +1.8%	815K	$12.9M
Gsa Capital Partners LLP	+14K New position	14K	$198,000
Arcus Capital Partners, LLC	+12K +92.3%	25K	$364,530
Squarepoint Ops LLC Hedge fund	+12K New position	12K	$174,145
Ifp Advisors, Inc	+12K New position	12K	$174,000
AQR Capital Management LLC Hedge fund	+12K New position	12K	$167,084
Vanguard Portfolio Management LLC Index funds	+11K +19.6%	65K	$946,256
Northern Trust Corp Index funds	+7,602 +11.2%	75K	$1.1M
Dimensional Fund Advisors LP	+5,312 +4.7%	119K	$1.7M
Wells Fargo & Company	+5,113 +148.9%	8,547	$123,932
Vanguard Fiduciary Trust Co Index funds	+4,842 +8.2%	64K	$927,159
Citigroup Inc	+3,882 +619.1%	4,509	$65,381
Charles Schwab Investment Management Inc Index funds	+3,295 +13.4%	28K	$405,188
Russell Investments Group, Ltd.	+2,941 +384.4%	3,706	$53,737

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alliancebernstein L.P. Active manager	+15K +1.8%	815K	$12.9M
Squarepoint Ops LLC Hedge fund	+12K New position	12K	$174,145
AQR Capital Management LLC Hedge fund	+12K New position	12K	$167,084
FMR LLC Active manager	+974 +8116.7%	986	$14,297

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wasatch Advisors LP Active manager	−100K −16.6%	502K	$7.3M
Militia Capital Management LLC	−59K −62.3%	36K	$515,852
Goldman Sachs Group Inc	−12K −31.3%	26K	$371,171
Globeflex Capital L P	−10K −75.3%	3,300	$47,850
Bridgeway Capital Management, LLC Active manager	−8,152 −9.7%	76K	$1.1M
LPL Financial LLC	−4,550 −30.1%	11K	$153,193
Deutsche Bank Ag\	−2,251 −19.0%	9,580	$138,911
Renaissance Technologies LLC Hedge fund	−2,226 −7.9%	26K	$374,100
Barclays PLC	−987 −19.4%	4,091	$59,320
Tower Research Capital LLC (TRC)	−969 −38.3%	1,562	$22,649
BNP Paribas Financial Markets	−957 −37.7%	1,582	$22,939
State Street Corp Index funds	−944 −1.1%	87K	$1.3M
Los Angeles Capital Management LLC Active manager	−904 −12.7%	6,189	$89,741
California State Teachers Retirement System	−373 −74.0%	131	$1,900
Sterling Capital Management LLC	−66 −41.8%	92	$1,334
Gamma Investing LLC	−12 −14.1%	73	$1,059
Mirae Asset Global Etfs Holdings Ltd.	−6 −0.1%	4,441	$64,395

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wasatch Advisors LP Active manager	−100K −16.6%	502K	$7.3M
Bridgeway Capital Management, LLC Active manager	−8,152 −9.7%	76K	$1.1M
Renaissance Technologies LLC Hedge fund	−2,226 −7.9%	26K	$374,100
Los Angeles Capital Management LLC Active manager	−904 −12.7%	6,189	$89,741

New positions

largest by value

Institution	Shares	Value June 30, 2026
Pmc Fig Opportunities LLC	50K	$725,000
Scoggin Management LP	25K	$362,500
Strs Ohio	15K	$214,600
Gsa Capital Partners LLP	14K	$198,000
Squarepoint Ops LLCHedge fund	12K	$174,145
Ifp Advisors, Inc	12K	$174,000
AQR Capital Management LLCHedge fund	12K	$167,084
Jones Financial Companies LLLP	279	$4,302
Arax Advisory Partners	180	$2,610
Integrated Wealth Concepts LLC	19	$280

Sold out

largest by value

Institution	Shares	Value March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 70
Ten largest holders: 80.8%
Index fund managers: 36.1%
Active managers and hedge funds: 35.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Net change in shares	Net %
Active managers and hedge funds	4	4	2	−72K	−4.7%
Index fund managers	8	1	0	+119K	+8.8%
Other institutions	27	12	12	+97K	+9.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Finwise Bancorp.

Only managers that filed a holdings report for both quarters are compared (68 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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