STEPHENS INC /AR/ FINW β€” FINWISE BANCORP

Ownership history in STEPHENS INC /AR/  Β·  4 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported FINWISE BANCORP (FINW) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows FINW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FINW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in FINWISE BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FINW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FINW stock page STEPHENS INC /AR/ fund profile STEPHENS INC /AR/ full holdings
How STEPHENS INC /AR/ held FINW β€” position size vs. price
% of Fund (quarterly)    FINW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 16,129 β€” 0% 0.00% $256K 2026-04-28 $16.13
2025 Q4 REDUCED 13.3% -11.6% βœ… 16,129 -2,471 -13.3% 0.00% $289K 2026-02-05 $17.42
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FINW

As of 2026 Q1 β€” sorted by position size

Tempus Wealth Planning, LLC 3Y 0.1% WASATCH ADVISORS LP 3Y 7Y 0.06% NORDEN GROUP LLC 0.03% Police & Firemen's Retirement System of New Jersey 0.0% GAMMA Investing LLC 0.0% Nuveen, LLC 0.0% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About STEPHENS INC /AR/ and FINW

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning FINW?

STEPHENS INC /AR/ reported FINW across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FINW position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for FINW was 0.00% in 2025 Q4.

What is the latest reported FINW position on this page?

The most recent filing on this page is 2026 Q1, when STEPHENS INC /AR/ reported 16,129 shares, equal to 0.00% of portfolio, with an estimated market value of $256K.

What does the chart on this FINW ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly FINW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STEPHENS INC /AR/ time their FINW position?

Based on 13F filing dates vs. subsequent FINW price moves, STEPHENS INC /AR/ correctly timed 2 out of 3 reported position changes (67%).

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