Fine Mark National Bank & Trust Portfolio Holdings
Fine Mark National Bank & Trust
- $2.68 Billion
- Q1 2025
Fine Mark National Bank & Trust has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.68 Billion distributed in 525 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $189M, Spdr S&P 500 ETF Trust with a value of $156M, Apple Inc. with a value of $127M, Ishares Core S&P 500 ETF with a value of $126M, and Microsoft Corp with a value of $73.7M.
Examining the 13F form we can see an decrease of $132M in the current position value, from $2.81B to 2.68B.
Fine Mark National Bank & Trust is based out at Fort Myers, FL
Below you can find more details about Fine Mark National Bank & Trust portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 525
- Current Value $2.68 Billion
- Prior Value $2.81 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 28 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 171 stocks