Fine Mark National Bank & Trust Portfolio Holdings
Fine Mark National Bank & Trust
- $2.87 Billion
- Q2 2025
Fine Mark National Bank & Trust has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.87 Billion distributed in 523 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $173M, Spdr S&P 500 ETF Trust with a value of $170M, Ishares Core S&P 500 ETF with a value of $140M, Apple Inc. with a value of $118M, and Microsoft Corp with a value of $97.7M.
Examining the 13F form we can see an increase of $190M in the current position value, from $2.68B to 2.87B.
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
Summary
- Portfolio
- No. of Stocks 523
- Current Value $2.87 Billion
- Prior Value $2.68 Billion
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 25 stocks
- Additional Purchases 156 stocks
- Sold out of 0 stocks
- Reduced holdings in 209 stocks