Position in FINW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,281,914
-$2,267,645 QoQ
Shares Held
502,201
-16.6% QoQ
Ownership
3.62%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3
of 69 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in FINW Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WASATCH ADVISORS LP holds $561,198,112 across 10 Banks - Regional names. FINW ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
4,695,376 | $244,582,135 | |
| 2 | NU |
Nu Holdings Ltd.
|
9,273,997 | $123,900,599 | |
| 3 | AX |
Axos Financial, Inc.
|
515,576 | $50,211,946 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
1,077,240 | $46,725,285 | |
| 5 | HWC |
Hancock Whitney Corp
|
506,999 | $37,882,965 | |
| 6 | ESQ |
Esquire Financial Holdings, Inc.
|
292,242 | $34,808,944 | |
| 7 | FINW |
Finwise Bancorp
This page
|
502,201 | $7,281,914 | |
| 8 | TCBX |
Third Coast Bancshares, Inc.
|
166,315 | $6,719,126 |
All Filings in FINW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,281,914 | 502,201 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,549,559 | 602,116 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,801,961 | 602,116 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,630,588 | 754,543 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,568,676 | 704,109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,328,948 | 704,109 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,057,796 | 629,399 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,208,706 | 397,994 | Shares | Sole | 2024-11-14 | |
| 2022-06-30 | $3,979,049 | 426,479 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,314,114 | 426,479 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,264,309 | 526,781 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||