Top 32 investeringsforeninger med FINW / FinWise Bancorp (NasdaqGM)

Top 32 investeringsforeninger med FINW / FinWise Bancorp

Denne side viser alle investeringsforeninger, der har rapporteret positioner i FINW / FinWise Bancorp. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse op for premium-data og eksportere til Excel .

Fil dato	Kilde	Investor	Aktier	Δ Aktier (%)	Rapporteret Værdi ($1000)	Δ Værdi (%)
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund	827		12
2025-08-20	NP	WAMVX - Wasatch Micro Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	316.000	0,00	4.743	-14,28
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1.306	0,00	20	-13,64
2025-06-25	NP	HSSAX - Emerald Banking and Finance Fund Class A	85.424	0,00	1.292	-18,39
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H	13		0
2025-08-22	NP	FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3.693		55
2025-07-24	NP	FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	6.686	0,00	96	-28,03
2025-08-26	NP	BOSVX - Omni Small-Cap Value Fund Class N	30.700	0,00	461	-14,34
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A	21		0
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	12.043	8,35	173	-21,82
2025-08-25	NP	QWVOX - Clearwater Small Companies Fund	75.785	0,00	1.138	-14,25
2025-08-26	NP	TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	856		13
2025-06-26	NP	DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	11.312	0,00	171	-18,18
2025-06-26	NP	USMIX - Extended Market Index Fund	967	-12,25	15	-30,00
2025-06-26	NP	DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	9.069	0,00	137	-18,45
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	294		4
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	46.633	-0,57	669	-28,17
2025-06-26	NP	DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7.017	0,00	106	-18,46
2025-08-27	NP	VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5.778	151,66	87	115,00
2025-07-24	NP	FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	16.064	0,00	230	-27,67
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares	46		1
2025-08-22	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3.711		56
2025-08-26	NP	BRUSX - Ultra-Small Company Fund Class N	9.700	0,00	146	-14,20
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund	4.204		63
2025-08-27	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund	1.425		21
2025-06-26	NP	DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	11.665	0,00	176	-18,52
2025-06-24	NP	SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4.562	0,00	69	-19,05
2025-06-26	NP	DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	8.326	0,00	126	-18,83
2025-08-26	NP	BRSIX - Ultra-Small Company Market Fund Class N	24.800	0,00	372	-14,29
2025-06-26	NP	DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4.384	0,00	66	-18,52
2025-08-27	NP	VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	142.628	0,00	2.141	-14,30
2025-08-27	NP	VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	271.560	0,00	4.076	-14,28