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FINW - FinWise Bancorp Stock Price, Fair Value and News
10.75
USD
+0.15
(+1.42%)
Delayed
as of 14 May 2024, 02:23 pm ET
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FINW
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Funds-Owners-Holders
Which funds bought or sold FINW recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-10
CITIGROUP INC
REDUCED
Premium
Premium
Premium
Premium
12,929
2024-05-10
WELLS FARGO & COMPANY/MN
UNCHANGED
Premium
Premium
Premium
Premium
51.00
2024-05-10
DIMENSIONAL FUND ADVISORS LP
ADDED
Premium
Premium
Premium
Premium
74,618
2024-05-10
OSAIC HOLDINGS, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-10
LPL Financial LLC
NEW
Premium
Premium
Premium
Premium
12,095
2024-05-10
BlackRock Inc.
ADDED
Premium
Premium
Premium
Premium
45,481
2024-05-10
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
376,802
2024-05-10
JPMORGAN CHASE & CO
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-08
EMERALD MUTUAL FUND ADVISERS TRUST
REDUCED
Premium
Premium
Premium
Premium
96,448
2024-05-08
US BANCORP \DE\
UNCHANGED
Premium
Premium
Premium
Premium
351,048
2024-05-07
Empowered Funds, LLC
ADDED
Premium
Premium
Premium
Premium
37,872
2024-05-07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
NEW
Premium
Premium
Premium
Premium
73,001
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
NORDEN GROUP LLC
UNCHANGED
Premium
Premium
Premium
Premium
14,200
2024-03-01
GOLDMAN SACHS GROUP INC
NEW
Premium
Premium
Premium
Premium
22,622
2024-02-15
BARCLAYS PLC
REDUCED
Premium
Premium
Premium
Premium
473
2024-02-15
TOWNSQUARE CAPITAL LLC
REDUCED
Premium
Premium
Premium
Premium
14,200
2024-02-15
JANE STREET GROUP, LLC
NEW
Premium
Premium
Premium
Premium
20,485
2024-02-14
GILDER GAGNON HOWE & CO LLC
REDUCED
Premium
Premium
Premium
Premium
246,017
2024-02-14
STATE STREET CORP
UNCHANGED
Premium
Premium
Premium
Premium
14,285
2024-02-14
BANK OF AMERICA CORP /DE/
ADDED
Premium
Premium
Premium
Premium
5,562
2024-02-14
ALLIANCEBERNSTEIN L.P.
REDUCED
Premium
Premium
Premium
Premium
949,327
2024-02-14
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
REDUCED
Premium
Premium
Premium
Premium
4,537
2024-02-14
BRIDGEWAY CAPITAL MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
81,528
Rows per page:
10
25
50
All
1–25 of 39
Which funds are the top buyers of FINW?
Fund Name
# Shares
$ Value
% Port.
ALLIANCEBERNSTEIN L.P.
949,327
13,584,900
-
VANGUARD GROUP INC
376,802
3,786,860
-
US BANCORP \DE\
351,048
3,528,030
-
GILDER GAGNON HOWE & CO LLC
246,017
3,520,500
0.05%
Siena Capital Partners GP, LLC
113,718
1,627,300
0.51%
EMERALD MUTUAL FUND ADVISERS TRUST
96,448
969,302
0.05%
BRIDGEWAY CAPITAL MANAGEMENT, LLC
81,528
1,166,670
0.03%
DIMENSIONAL FUND ADVISORS LP
74,618
749,911
-
SUSQUEHANNA INTERNATIONAL GROUP, LLP
73,001
733,660
-
Rows per page:
10
1–10 of 39
Which funds have put a big percent of portfolio in FINW?
Fund Name
$ Value
% Port.
Siena Capital Partners GP, LLC
1,627,300
0.51%
EAM Investors, LLC
571,312
0.10%
GILDER GAGNON HOWE & CO LLC
3,520,500
0.05%
EMERALD MUTUAL FUND ADVISERS TRUST
969,302
0.05%
SMITH, MOORE & CO.
357,750
0.04%
NORDEN GROUP LLC
142,710
0.03%
BRIDGEWAY CAPITAL MANAGEMENT, LLC
1,166,670
0.03%
683 Capital Management, LLC
284,955
0.02%
GOLDMAN SACHS GROUP INC
323,720
-
Rows per page:
10
1–10 of 39
Trend of No. of funds that hold FINW
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
SUSQUEHANNA INTERNATIONAL GROUP, LLP
733,660
EAM Investors, LLC
571,312
GOLDMAN SACHS GROUP INC
323,720
MILLENNIUM MANAGEMENT LLC
313,647
JANE STREET GROUP, LLC
293,140
683 Capital Management, LLC
284,955
Balyasny Asset Management L.P.
199,252
ExodusPoint Capital Management, LP
183,000
Additions
Fund Name
% Increased
BANK OF AMERICA CORP /DE/
19,079
RENAISSANCE TECHNOLOGIES LLC
195
Empowered Funds, LLC
115
DIMENSIONAL FUND ADVISORS LP
48.82
BlackRock Inc.
40.16
VANGUARD GROUP INC
6.94
GEODE CAPITAL MANAGEMENT, LLC
5.13
BRIDGEWAY CAPITAL MANAGEMENT, LLC
1.92
Reductions
Fund Name
% Reduced
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
-98.14
Tower Research Capital LLC (TRC)
-93.16
BARCLAYS PLC
-62.67
EMERALD MUTUAL FUND ADVISERS TRUST
-60.14
Siena Capital Partners GP, LLC
-41.64
CITIGROUP INC
-21.23
TOWNSQUARE CAPITAL LLC
-9.53
GILDER GAGNON HOWE & CO LLC
-2.18
Sold off
Fund Name
$ Sold
OSAIC HOLDINGS, INC.
-492,235
JPMORGAN CHASE & CO
-41,342
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
UBS Group AG
-4,121