Position in FINW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$602,680
-$79,040 QoQ
Shares Held
38,000
0.0% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FINW Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026SMITH, MOORE & CO. holds $3,075,793 across 6 Banks - Regional names. FINW ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
19,436 | $1,010,866 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,079 | $640,709 | |
| 3 | FINW |
Finwise Bancorp
This page
|
38,000 | $602,680 | |
| 4 | MSBI |
Midland States Bancorp, Inc.
|
13,232 | $295,205 | |
| 5 | TFC |
Truist Financial Corp
|
6,267 | $288,093 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
8,000 | $238,240 |
All Filings in FINW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $602,680 | 38,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $681,720 | 38,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $736,820 | 38,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $600,400 | 40,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $437,750 | 25,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $399,500 | 25,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $390,000 | 25,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,250 | 25,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $251,250 | 25,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $357,750 | 25,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $216,000 | 25,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $223,750 | 25,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $220,250 | 25,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $231,500 | 25,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $225,750 | 25,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $233,250 | 25,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $428,750 | 25,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $137,900 | 10,000 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||