FINWISE BANCORP

Ticker: FINW CUSIP: 31813A109 Class: Common Stock

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (6)

STEPHENS INC /AR/
Value ($000) $289 Shares 16,129
EP Wealth Advisors, LLC
Value ($000) $192 Shares 10,715
MILLENNIUM MANAGEMENT LLC
Value ($000) $224 Shares 12,496
LOS ANGELES CAPITAL MANAGEMENT LLC
Value ($000) $17 Shares 904
ROYAL BANK OF CANADA
Value ($000) $6 Shares 319
Transamerica Financial Advisors, Inc.
Value ($000) $1 Shares 68

Increased Positions (21)

BlackRock, Inc.
Value ($000) $9,289 (+17.5%) Shares 517,808 (+27.0%)
NORDEN GROUP LLC
Value ($000) $304 (+10.3%) Shares 16,921 (+19.2%)
GOLDMAN SACHS GROUP INC
Value ($000) $728 (+94.1%) Shares 40,565 (+109.7%)
VANGUARD GROUP INC
Value ($000) $9,014 (-4.6%) Shares 502,455 (+3.1%)
US BANCORP \DE\
Value ($000) $7,877 (-5.3%) Shares 439,048 (+2.3%)
BARCLAYS PLC
Value ($000) $263 (+454.5%) Shares 14,634 (+382.2%)
STATE STREET CORP
Value ($000) $1,545 (+2.6%) Shares 86,148 (+10.8%)
WELLS FARGO & COMPANY/MN
Value ($000) $184 (+55.5%) Shares 10,283 (+68.0%)
BANK OF AMERICA CORP /DE/
Value ($000) $106 (+116.7%) Shares 5,915 (+134.2%)
MORGAN STANLEY
Value ($000) $191 (+34.8%) Shares 10,653 (+45.7%)
GEODE CAPITAL MANAGEMENT, LLC
Value ($000) $3,707 (-6.4%) Shares 206,561 (+1.2%)
DEUTSCHE BANK AG\
Value ($000) $172 (+4.3%) Shares 9,611 (+12.7%)
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Value ($000) $78 (-1.9%) Shares 4,345 (+6.0%)
GLOBEFLEX CAPITAL L P
Value ($000) $61 (-4.6%) Shares 3,401 (+3.1%)
BNP PARIBAS ARBITRAGE, SA
Value ($000) $53 (-4.6%) Shares 2,979 (+3.1%)
Tower Research Capital LLC (TRC)
Value ($000) $12 (+5.8%) Shares 646 (+14.3%)
FMR LLC
Value ($000) $1 (+2158.6%) Shares 73 (+2333.3%)
GAMMA Investing LLC
Value ($000) $1 (+119.3%) Shares 83 (+137.1%)
Sterling Capital Management LLC
Value ($000) $5 (+0.3%) Shares 285 (+8.4%)
Russell Investments Group, Ltd.
Value ($000) $14 (-5.8%) Shares 765 (+1.9%)

Decreased Positions (13)

Siena Capital Partners GP, LLC
Value ($000) $1,643 (-38.2%) Shares 91,588 (-33.2%)
EMERALD MUTUAL FUND ADVISERS TRUST
Value ($000) $975 (-41.1%) Shares 54,364 (-36.4%)
WASATCH ADVISORS LP
Value ($000) $10,802 (-26.2%) Shares 602,116 (-20.2%)
NORTHERN TRUST CORP
Value ($000) $1,177 (-14.7%) Shares 65,590 (-7.8%)
UBS Group AG
Value ($000) $50 (-59.1%) Shares 2,765 (-55.8%)
RENAISSANCE TECHNOLOGIES LLC
Value ($000) $431 (-14.3%) Shares 24,000 (-7.4%)
RHUMBLINE ADVISERS
Value ($000) $118 (-25.8%) Shares 6,597 (-19.8%)
LPL Financial LLC
Value ($000) $227 (-14.3%) Shares 12,655 (-7.3%)
JPMORGAN CHASE & CO
Value ($000) $68 (-15.4%) Shares 3,786 (-8.6%)
Bank of New York Mellon Corp
Value ($000) $366 (-9.0%) Shares 20,417 (-1.6%)
CITIGROUP INC
Value ($000) $4 (-25.5%) Shares 220 (-19.4%)
AMALGAMATED BANK
Value ($000) $0 (-16.7%) Shares 292 (-5.8%)
Covestor Ltd
Value ($000) $0 (-100.0%) Shares 27 (-20.6%)

Exited Positions (2)

SUMMIT WEALTH GROUP LLC / CO
Value ($000) $136 Shares 15,695
SRS Capital Advisors, Inc.
Value ($000) $0 Shares 1