FineMark National Bank & Trust
All 13F Filings
- Location
- Fort Myers, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,204,843
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 452 | 3,204,843 | 13F-HR | FineMark National Bank & Trust |
| Q3 2025 | 11/12/2025 | 454 | 3,063,540 | 13F-HR | FineMark National Bank & Trust |
| Q2 2025 | 8/11/2025 | 455 | 2,939,336 | 13F-HR | FineMark National Bank & Trust |
| Q1 2014 | 5/13/2014 | 1,756 | 534,393 | 13F-HR | FineMark National Bank & Trust |
| Q4 2013 | 2/12/2014 | 1,973 | 483,834 | 13F-HR | FineMark National Bank & Trust |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.671 M | 83.4% | 103.1 K | 0 | 103.1 K |
| ETFs | 528.8 K | 16.5% | 40.53 K | 0 | 40.53 K |
| Debt | 4.64 K | 0.1% | 0 | 240 | -240 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
3,204,843
Holdings
452
QoQ value change ($000)
141,303
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.