Smith, Moore & Co.
- SEC CIK
- 0000200724
- Latest filing
- Aug 12, 2026
FINW holding history
Finwise Bancorp in every 13F filed by Smith, Moore & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FINW overviewAll 13F holders of FINWFull Q2 2026 holdings
- Shares (Q2 2026)
- 38,000
- Value
- $551.0K
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 38,000 | $551.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 38,000 | $602.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 38,000 | $681.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 38,000 | $736.8K | 0.1% | −2,000−5.0% | Reduced | Holders |
| Q2 2025 | 40,000 | $600.4K | 0.1% | +15,000+60.0% | Added | Holders |
| Q1 2025 | 25,000 | $437.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 25,000 | $399.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 25,000 | $390.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 25,000 | $255.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 25,000 | $251.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 25,000 | $357.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 25,000 | $216.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 25,000 | $223.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 25,000 | $220.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 25,000 | $231.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 25,000 | $226.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 25,000 | $233.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 25,000 | $429.0K | 0.1% | +15,000+150.0% | Added | Holders |
| Q4 2021 | 10,000 | $138.0K | <0.1% | +10,000 | New | Holders |