FINW — FINWISE BANCORP

Ownership history in SMITH, MOORE & CO.  ·  17 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. 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
0.06% (2022 Q1)
Avg. % of fund
0.04%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 38,000 — 0% 0.05% $682K $17.94
2025 Q3 REDUCED 38,000 -2,000 -5.0% 0.06% $737K $19.39
2025 Q2 ADDED 40,000 +15,000 +60.0% 0.05% $600K $15.01
2025 Q1 UNCHANGED 25,000 — 0% 0.04% $438K $17.51
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FINW price (monthly, adj. close)

Other funds also holding FINW

As of 2025 Q4 — sorted by position size

Siena Capital Partners GP, LLC 3Y 7Y 0.44% Militia Capital Partners, LP 0.34% Tempus Wealth Planning, LLC 3Y 0.12% WASATCH ADVISORS LP 3Y 7Y 0.06% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.03% NORDEN GROUP LLC 0.03% GLOBEFLEX CAPITAL L P 3Y 7Y 0.01% US BANCORP \DE\ 3Y 7Y 0.01% ALLIANCEBERNSTEIN L.P. 3Y 7Y 0.0% Empowered Funds, LLC 3Y 7Y 0.0%
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