Fine Mark National Bank & Trust Portfolio Holdings
Fine Mark National Bank & Trust
- $2.84 Billion
- Q3 2024
Fine Mark National Bank & Trust has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.84 Billion distributed in 509 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $235M, Spdr S&P 500 ETF Trust with a value of $164M, Apple Inc. with a value of $136M, Ishares Core S&P 500 ETF with a value of $128M, and Microsoft Corp with a value of $86.2M.
Examining the 13F form we can see an increase of $141M in the current position value, from $2.7B to 2.84B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 509
- Current Value $2.84 Billion
- Prior Value $2.7 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 185 stocks