Smith, Moore & Co’s FinWise Bancorp FINW Stock Holding History

Smith, Moore & Co’s Portfolio FINW Stock Details FINW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$603K	Hold	38,000	–	–	0.04%	295
2025 Q4	$682K	Hold	38,000	–	–	0.05%	269
2025 Q3	$737K	Sell	38,000 -2,000	-5%	-$36.5K	0.06%	255
2025 Q2	$600K	Buy	40,000 +15,000	+60%	+$220K	0.05%	274
2025 Q1	$438K	Hold	25,000	–	–	0.04%	304
2024 Q4	$400K	Hold	25,000	–	–	0.04%	312
2024 Q3	$390K	Hold	25,000	–	–	0.04%	315
2024 Q2	$255K	Hold	25,000	–	–	0.03%	379
2024 Q1	$251K	Hold	25,000	–	–	0.03%	374
2023 Q4	$358K	Hold	25,000	–	–	0.04%	303
2023 Q3	$216K	Hold	25,000	–	–	0.03%	355
2023 Q2	$224K	Hold	25,000	–	–	0.03%	361
2023 Q1	$220K	Hold	25,000	–	–	0.03%	350
2022 Q4	$232K	Hold	25,000	–	–	0.03%	338
2022 Q3	$226K	Hold	25,000	–	–	0.03%	329
2022 Q2	$233K	Hold	25,000	–	–	0.04%	338
2022 Q1	$429K	Buy	25,000 +15,000	+150%	+$272K	0.06%	267
2021 Q4	$138K	Buy	+10,000	New	+$132K	0.02%	402

Other funds holding FINW

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith, Moore & Co's FINW Position: Q1 2026 in Review

Smith, Moore & Co held its FinWise Bancorp (FINW) position steady in Q1 2026 at 38,000 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #295.

Smith, Moore & Co first reported a position in FINW in Q4 2021 and has held it in 18 quarters since. The position peaked at $737K in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

Smith, Moore & Co held 38,000 shares of FinWise Bancorp worth $603K as of Q1 2026.
Smith, Moore & Co left its FinWise Bancorp share count unchanged in Q1 2026.
FinWise Bancorp made up 0.04% of Smith, Moore & Co's portfolio in Q1 2026, its #295 holding.
Smith, Moore & Co first reported a position in FinWise Bancorp in Q4 2021 and has held it in 18 quarters since.
Smith, Moore & Co's FinWise Bancorp position peaked at $737K in Q3 2025.
56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.