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.
| 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 |
| 2024 Q4 | UNCHANGED | 25,000 | — | 0% | 0.04% | $400K | $15.98 |
| 2024 Q3 | UNCHANGED | 25,000 | — | 0% | 0.04% | $390K | $15.60 |
| 2024 Q2 | UNCHANGED | 25,000 | — | 0% | 0.03% | $255K | $10.21 |
| 2024 Q1 | UNCHANGED | 25,000 | — | 0% | 0.03% | $251K | $10.05 |
| 2023 Q4 | UNCHANGED | 25,000 | — | 0% | 0.04% | $358K | $14.31 |
| 2023 Q3 | UNCHANGED | 25,000 | — | 0% | 0.03% | $224K | $8.64 |
As of 2025 Q4 — sorted by position size