FINWNasdaqState Commercial BanksFiscal year ends December 31
Finwise Bancorp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$10.50−0.18 (-1.69%)
Close on Oct 19, 2026
- Market cap
- $143.57M
- P/E (TTM)
- 10.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.3%
4M of 14M shares
Institutional holders
70
15 new, 0 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 1 sales
Net bought $14.31K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Menachem Wilenkin | 829,614 | 6.62% | 13G (passive) amendment | Dec 31, 2023 |
| AllianceBernstein L.P. | 810,266 | 6.10% | 13G (passive) amendment | Mar 31, 2025 |
| Jarret Prussin | 756,430 | 6.03% | 13G (passive) amendment | Dec 31, 2023 |
| Kent Landvatter | 1,049,887 | 8.30% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FINW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 814,507 | 5.87% | $12.92M | +14,631 | 0.00% |
| BlackRock, Inc. | 520,593 | 3.75% | $7.55M | +64,355 | 0.00% |
| Wasatch Advisors LP | 502,201 | 3.62% | $7.28M | −99,915 | 0.05% |
| US Bancorp \de\ | 469,048 | 3.38% | $6.80M | – | 0.01% |
| Vanguard Capital Management LLC | 391,576 | 2.82% | $5.68M | +723 | 0.00% |
| Geode Capital Management, LLC | 228,504 | 1.65% | $3.31M | +28,534 | 0.00% |
| Dimensional Fund Advisors LP | 118,796 | 0.86% | $1.72M | +5,312 | 0.00% |
| State Street Corp | 86,864 | 0.63% | $1.26M | −944 | 0.00% |
| Bridgeway Capital Management, LLC | 75,737 | 0.55% | $1.10M | −8,152 | 0.02% |
| Northern Trust Corp | 75,480 | 0.54% | $1.09M | +7,602 | 0.00% |
| Vanguard Portfolio Management LLC | 65,259 | 0.47% | $946.26K | +10,696 | 0.00% |
| Vanguard Fiduciary Trust Co | 63,942 | 0.46% | $927.16K | +4,842 | 0.00% |
| Emerald Mutual Fund Advisers Trust | 54,364 | 0.39% | $788.28K | – | 0.03% |
| PMC FIG Opportunities LLC | 50,000 | 0.36% | $725.00K | New | 1.16% |
| Morgan Stanley | 40,710 | 0.29% | $590.30K | +36,593 | 0.00% |
| Smith, Moore & Co. | 38,000 | 0.27% | $551.00K | – | 0.04% |
| Militia Capital Management LLC | 35,576 | 0.26% | $515.85K | −58,681 | 0.02% |
| Tempus Wealth Planning, LLC | 28,022 | 0.20% | $406.32K | – | 0.08% |
| Charles Schwab Investment Management Inc | 27,944 | 0.20% | $405.19K | +3,295 | 0.00% |
| Renaissance Technologies LLC | 25,800 | 0.19% | $374.10K | −2,226 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | 4M | 29.3% | 15 / 26 | 17 / 0 | 0M | 0M |
| Q1 2026 | 56 | 4M | 28.2% | 7 / 19 | 18 / 7 | 1M | 0M |
| Q4 2025 | 59 | 4M | 29.2% | 7 / 23 | 16 / 2 | 0M | 0M |
| Q3 2025 | 54 | 4M | 29.8% | 12 / 14 | 13 / 4 | 0M | 0M |
| Q2 2025 | 46 | 4M | 29.4% | 18 / 16 | 5 / 13 | 1M | 1M |
| Q1 2025 | 41 | 4M | 27.2% | 10 / 17 | 7 / 5 | 1M | 0M |
| Q4 2024 | 36 | 3M | 24.8% | 8 / 16 | 3 / 3 | 1M | 0M |
| Q3 2024 | 31 | 3M | 23.7% | 5 / 8 | 7 / 3 | 1M | 0M |
| Q2 2024 | 30 | 3M | 21.0% | 2 / 8 | 14 / 4 | 0M | 0M |
| Q1 2024 | 32 | 3M | 20.6% | 7 / 13 | 5 / 8 | 0M | 0M |
| Q4 2023 | 33 | 3M | 20.5% | 12 / 10 | 9 / 2 | 1M | 0M |
| Q3 2023 | 23 | 3M | 18.7% | 4 / 11 | 7 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FINW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Wasatch Micro Cap Value Fund | 283,038 | 2.04% | $4.10M | 1.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 282,482 | 2.03% | $4.10M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 220,507 | 1.59% | $3.20M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 101,609 | 0.73% | $1.40M | 0.00% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 97,324 | 0.70% | $1.41M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 62,738 | 0.45% | $909.70K | 0.01% | Jun 30, 2026 |
| Emerald Finance & Banking Innovation Fund | 54,364 | 0.39% | $748.05K | 1.54% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 47,495 | 0.34% | $682.98K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 36,660 | 0.26% | $527.17K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 33,272 | 0.24% | $482.44K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 32,740 | 0.24% | $474.73K | 0.03% | Jun 30, 2026 |
| Omni Small-Cap Value Fund | 30,700 | 0.22% | $445.15K | 0.03% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 23,537 | 0.17% | $341.29K | 0.01% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 23,366 | 0.17% | $321.52K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Market Fund | 19,800 | 0.14% | $287.10K | 0.19% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kent Landvatter | EXECUTIVE CHAIRMAN, Director | 1,162,496 | 8.37% | Jul 29, 2026 |
| Sarah Elizabeth Grotta | See Remarks | 28,764 | 0.21% | Jul 29, 2026 |
| Michael Christopher OBrien | See Remarks | 103,549 | 0.75% | Jul 29, 2026 |
| Timothy Stephen Brosnan | See Remarks | 33,037 | 0.24% | Jul 29, 2026 |
| Natasha Laurette Clayton | See Remarks | 60,928 | 0.44% | Jul 29, 2026 |
| James Noone | CHIEF EXECUTIVE OFFICER | 466,365 | 3.36% | Jul 29, 2026 |
| Robert E. Wahlman | EVP, Chief Financial Officer | 80,278 | 0.58% | Jul 29, 2026 |
| Juan Carlos Arias | See Remarks | 24,479 | 0.18% | Jul 29, 2026 |
| Andrew G. Stines | See Remarks | 19,072 | 0.14% | Apr 1, 2026 |
| Howard I. Reynolds | Director | 231,532 | 1.67% | May 21, 2026 |
| Jeana Hutchings | Director | 29,187 | 0.21% | Apr 1, 2026 |
| James N. Giordano | Director | 402,107 | 2.90% | Apr 1, 2026 |
| Susan Ehrlich | Director | 5,910 | 0.04% | Apr 1, 2026 |
| Gerald Edwin Cunningham | Director | 161,591 | 1.16% | Apr 1, 2026 |
| Lisa Ann Nievaard | Director | 18,987 | 0.14% | Apr 1, 2026 |
| Alan Weichselbaum | Director | 59,242 | 0.43% | Apr 1, 2026 |
| Thomas Elmer Gibson Jr | Director | 28,948 | 0.21% | May 29, 2025 |
| Richard Thiessens | – | 68,174 | 0.49% | Jul 29, 2026 |
| Robert Keil | – | 64,868 | 0.47% | Nov 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert E. Wahlman EVP, Chief Financial Officer | Jul 28, 2026 | Award | +26,192 | $13.96 | $365.64K | 80,278 |
| Richard Thiessens – | Jul 28, 2026 | Award | +17,389 | $13.96 | $242.75K | 68,174 |
| Kent Landvatter EXECUTIVE CHAIRMAN, Director | Jul 28, 2026 | Award | +56,476 | $13.96 | $788.40K | 986,333 |
| James Noone CHIEF EXECUTIVE OFFICER | Jul 28, 2026 | Award | +56,476 | $13.96 | $788.40K | 466,365 |
| Natasha Laurette Clayton See Remarks | Jul 28, 2026 | Award | +15,715 | $13.96 | $219.38K | 60,928 |
| Timothy Stephen Brosnan See Remarks | Jul 28, 2026 | Award | +14,345 | $13.96 | $200.26K | 33,037 |
| Michael Christopher OBrien See Remarks | Jul 28, 2026 | Award | +17,880 | $13.96 | $249.60K | 103,549 |
| Sarah Elizabeth Grotta See Remarks | Jul 28, 2026 | Award | +19,072 | $13.96 | $266.25K | 28,764 |
| Juan Carlos Arias See Remarks | Jul 28, 2026 | Award | +15,033 | $13.96 | $209.86K | 23,392 |
| Richard Thiessens – | May 28, 2026 | Tax withholding | −1,759 | $14.24 | $25.05K | 50,785 |
| Robert E. Wahlman EVP, Chief Financial Officer | May 28, 2026 | Tax withholding | −3,067 | $14.24 | $43.67K | 54,086 |
| Juan Carlos Arias See Remarks | May 28, 2026 | Tax withholding | −285 | $14.24 | $4.06K | 8,359 |
| Natasha Laurette Clayton See Remarks | May 28, 2026 | Tax withholding | −1,728 | $14.24 | $24.61K | 45,213 |
| Juan Carlos Arias See Remarks | May 27, 2026 | Tax withholding | −348 | $14.00 | $4.87K | 8,644 |
| Natasha Laurette Clayton See Remarks | May 27, 2026 | Tax withholding | −1,961 | $14.00 | $27.45K | 46,941 |
| Robert E. Wahlman EVP, Chief Financial Officer | May 27, 2026 | Tax withholding | −3,918 | $14.00 | $54.85K | 57,153 |
| Richard Thiessens – | May 27, 2026 | Tax withholding | −1,995 | $14.00 | $27.93K | 52,544 |
| Lisa Ann Nievaard Director | Mar 31, 2026 | Award | +3,179 | $15.73 | $50.01K | 18,987 |
| Susan Ehrlich Director | Mar 31, 2026 | Award | +1,589 | $15.73 | $24.99K | 5,910 |
| Gerald Edwin Cunningham Director | Mar 31, 2026 | Award | +3,179 | $15.73 | $50.01K | 77,129 |
| Andrew G. Stines See Remarks | Mar 31, 2026 | Award | +19,072 | $15.73 | $300.00K | 19,072 |
| Jeana Hutchings Director | Mar 31, 2026 | Award | +3,179 | $15.73 | $50.01K | 29,187 |
| Howard I. Reynolds Director | Mar 31, 2026 | Award | +3,189 | $15.73 | $50.16K | 41,294 |
| James N. Giordano Director | Mar 31, 2026 | Award | +3,179 | $15.73 | $50.01K | 399,607 |
| Alan Weichselbaum Director | Mar 31, 2026 | Award | +3,179 | $15.73 | $50.01K | 59,242 |
| Robert Keil – | Nov 3, 2025 | Sale | −1,500 | $19.48 | $29.22K | 56,428 |
| Howard I. Reynolds Director | Oct 31, 2025 | Buy | +2,297 | $18.95 | $43.53K | 38,105 |
| James N. Giordano Director | Sep 5, 2025 | Buy | +2,500 | $19.32 | $48.30K | 2,500 |
| James Noone PRESIDENT | Aug 26, 2025 | Award | +10,000 | $19.49 | $194.90K | 409,889 |
| Robert E. Wahlman EVP, Chief Financial Officer | Jun 26, 2025 | Award | +2,000 | $13.98 | $27.96K | 61,071 |
| James Noone PRESIDENT | Jun 9, 2025 | Tax withholding | −1,240 | $14.44 | $17.91K | 399,889 |
| Richard Thiessens – | May 28, 2025 | Tax withholding | −1,732 | $14.49 | $25.10K | 54,539 |
| James Noone PRESIDENT | May 28, 2025 | Tax withholding | −4,040 | $14.49 | $58.54K | 401,129 |
| Natasha Laurette Clayton See Remarks | May 28, 2025 | Tax withholding | −1,731 | $14.49 | $25.08K | 48,902 |
| Robert Keil – | May 28, 2025 | Tax withholding | −2,143 | $14.49 | $31.05K | 57,928 |
| Natasha Laurette Clayton See Remarks | May 27, 2025 | Award | +20,633 | $14.70 | $303.31K | 50,633 |
| Gerald Edwin Cunningham Director | May 27, 2025 | Award | +2,721 | $14.70 | $40.00K | 73,950 |
| Susan Ehrlich Director | May 27, 2025 | Award | +2,721 | $14.70 | $40.00K | 4,321 |
| Michael Christopher OBrien See Remarks | May 27, 2025 | Award | +20,633 | $14.70 | $303.31K | 85,669 |
| James N. Giordano Director | May 27, 2025 | Award | +2,721 | $14.70 | $40.00K | 396,428 |
| Robert Keil – | May 27, 2025 | Award | +24,071 | $14.70 | $353.84K | 60,071 |
| Jeana Hutchings Director | May 27, 2025 | Award | +2,721 | $14.70 | $40.00K | 26,008 |
| Lisa Ann Nievaard Director | May 27, 2025 | Award | +2,721 | $14.70 | $40.00K | 15,808 |
| Howard I. Reynolds Director | May 27, 2025 | Award | +2,721 | $14.70 | $40.00K | 35,808 |
| Richard Thiessens – | May 27, 2025 | Award | +20,633 | $14.70 | $303.31K | 56,271 |
| Kent Landvatter CHAIRMAN AND CEO, Director | May 27, 2025 | Award | +61,898 | $14.70 | $909.90K | 929,857 |
| James Noone PRESIDENT | May 27, 2025 | Award | +75,020 | $14.70 | $1.10M | 405,169 |
| Thomas Elmer Gibson Jr Director | May 27, 2025 | Award | +1,361 | $14.70 | $20.01K | 28,948 |
| Alan Weichselbaum Director | May 27, 2025 | Award | +2,721 | $14.70 | $40.00K | 56,063 |
| Robert E. Wahlman EVP, Chief Financial Officer | May 27, 2025 | Award | +24,071 | $14.70 | $353.84K | 59,071 |
| Susan Ehrlich Director | Jul 30, 2024 | Award | +1,600 | – | – | 1,600 |
| Richard Thiessens – | Jul 3, 2024 | Award | +6,000 | – | – | 35,638 |
| Michael Christopher OBrien See Remarks | Jul 3, 2024 | Award | +6,000 | – | – | 65,036 |
| Robert E. Wahlman EVP, Chief Financial Officer | Jul 3, 2024 | Award | +7,000 | – | – | 35,000 |
| James Noone PRESIDENT | Jul 3, 2024 | Award | +14,000 | – | – | 330,149 |
| Robert Keil – | Jul 3, 2024 | Award | +7,000 | – | – | 36,000 |
| Kent Landvatter CHAIRMAN AND CEO, Director | Jul 3, 2024 | Award | +18,000 | – | – | 867,959 |
| Howard I. Reynolds Director | May 28, 2024 | Award | +3,957 | – | – | 33,087 |
| Thomas Elmer Gibson Jr Director | May 28, 2024 | Award | +3,957 | – | – | 27,587 |
| James Noone PRESIDENT | May 28, 2024 | Award | +56,000 | – | – | 316,149 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.