EMERALD MUTUAL FUND ADVISERS TRUST
Mutual FundPosition in FINW — Finwise Bancorp
CIK 1352895
Leola, PA
Position in FINW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$862,213
-$113,077 QoQ
Shares Held
54,364
0.0% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FINW Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EMERALD MUTUAL FUND ADVISERS TRUST holds $140,901,039 across 29 Banks - Regional names. FINW ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
336,740 | $28,653,206 | |
| 2 | UMBF |
Umb Financial Corp
|
158,617 | $17,890,411 | |
| 3 | TBBK |
Bancorp, Inc.
|
328,845 | $17,668,841 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
242,313 | $16,818,945 | |
| 5 | CCB |
Coastal Financial Corp
|
156,664 | $11,922,130 | |
| 6 | HAPN |
Happen, Inc.
|
700,631 | $10,033,035 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
326,516 | $9,890,169 | |
| 8 | MPB |
Mid Penn Bancorp Inc
|
162,411 | $5,223,137 |
All Filings in FINW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $862,213 | 54,364 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $975,290 | 54,364 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,656,371 | 85,424 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,282,214 | 85,424 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,495,774 | 85,424 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,365,075 | 85,424 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,332,614 | 85,424 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $872,179 | 85,424 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $969,302 | 96,448 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,462,504 | 241,964 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,973,343 | 344,137 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,125,143 | 349,178 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,106,969 | 352,664 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,159,693 | 449,211 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,475,945 | 495,675 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,624,647 | 495,675 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $9,263,195 | 540,128 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,813,676 | 566,619 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||