FINW FINWISE BANCORP

Ownership history in Empowered Funds, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in FINWISE BANCORP (FINW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.0%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 28,537 0% 0.00% $512K $17.94
2025 Q3 ADDED 28,537 +2,031 +7.7% 0.01% $553K $19.39
2025 Q2 ADDED 26,506 +2,454 +10.2% 0.00% $398K $15.01
2025 Q1 ADDED 24,052 +1,591 +7.1% 0.01% $421K $17.51
2024 Q4 ADDED 22,461 +1,013 +4.7% 0.01% $359K $15.98
2024 Q3 ADDED 21,448 +1,072 +5.3% 0.01% $335K $15.60
2024 Q2 ADDED 20,376 +1,440 +7.6% 0.00% $208K $10.21
2024 Q1 ADDED 18,936 +1,400 +8.0% 0.00% $190K $10.05
2023 Q4 ADDED 17,536 +1,536 +9.6% 0.01% $251K $14.31
2023 Q3 ADDED 16,000 +1,264 +8.6% 0.00% $138K $8.64
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FINW price (monthly, adj. close)
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