Position in FINW
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$9,549,559
-$1,252,402 QoQ
Shares Held
602,116
0.0% QoQ
Ownership
4.39%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2
of 56 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 88.40256694723277.ToString("F0")%
Shared 0.ToString("F0")%
None 11.59743305276724.ToString("F0")%
Common Shares in FINW Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WASATCH ADVISORS LP holds $731,092,720 across 11 Banks - Regional names. FINW ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
6,126,398 | $281,140,404 | |
| 2 | NU |
Nu Holdings Ltd.
|
10,051,556 | $144,440,859 | |
| 3 | INTR |
Inter & Co, Inc.
|
15,168,620 | $120,742,215 | |
| 4 | AX |
Axos Financial, Inc.
|
616,381 | $52,447,859 | |
| 5 | SFBS |
ServisFirst Bancshares, Inc.
|
552,153 | $40,213,302 | |
| 6 | ESQ |
Esquire Financial Holdings, Inc.
|
344,046 | $36,984,945 | |
| 7 | HWC |
Hancock Whitney Corp
|
519,015 | $33,004,163 | |
| 8 | FINW |
Finwise Bancorp
This page
|
602,116 | $9,549,559 |
All Filings in FINW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||