13F History

FineMark National Bank & Trust

13F Filings History

Latest 13F report: Q4 2024 - Feb 11, 2025
Value $: $2.87B
Signature - Title: Jessica Dellinger - Compliance Officer
Location: Fort Myers, FL
Summary: This page shows a list of all the recent 13F filings made by FineMark National Bank & Trust. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FineMark National Bank & Trust reported 433 stock holdings with total value $2.87B as of Q4 2024. Top holdings included UPS, SPY, AAPL, IVV, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	433	$2.87B	+$86.3M	-$76.8M	+$9.48M	UPS, SPY, AAPL, IVV, MSFT	13F-HR	2/11/2025, 04:39 PM
Q3 2024	421	$2.87B	+$120M	-$75.5M	+$44.9M	UPS, SPY, AAPL, IVV, MSFT	13F-HR	11/13/2024, 03:05 PM
Q2 2024	427	$2.71B	+$165M	-$126M	+$38.3M	UPS, SPY, AAPL, IVV, MSFT	13F-HR	8/2/2024, 01:44 PM
Q1 2024	430	$2.69B	+$177M	-$71.1M	+$106M	UPS, SPY, IVV, AAPL, MSFT	13F-HR	5/14/2024, 12:17 PM
Q4 2023	411	$2.44B	+$70.2M	-$129M	-$58.3M	UPS, SPY, AAPL, IVV, MSFT	13F-HR	2/9/2024, 03:43 PM
Q3 2023	413	$2.3B	+$53M	-$78.1M	-$25.1M	UPS, SPY, AAPL, IVV, MSFT	Restatement	11/15/2023, 01:30 PM
Q2 2023	428	$2.43B	+$53.8M	-$52.8M	+$949K	UPS, SPY, AAPL, IVV, MSFT	13F-HR	8/11/2023, 07:23 PM
Q1 2023	421	$2.34B	+$69.4M	-$63.3M	+$6.15M	UPS, SPY, AAPL, IVV, FNBT	13F-HR	5/8/2023, 02:39 PM
Q4 2022	407	$2.22B	+$98.7M	-$70.7M	+$28M	UPS, SPY, AAPL, FNBT, IVV	13F-HR	2/9/2023, 01:35 PM
Q3 2022	389	$2.01B	+$88.5M	-$78.8M	+$9.64M	UPS, SPY, AAPL, FNBT, MDY	13F-HR	11/14/2022, 01:31 PM
Q2 2022	417	$2.18B	+$100M	-$51.7M	+$48.8M	UPS, SPY, AAPL, FNBT, MDY	13F-HR	8/9/2022, 03:56 PM
Q1 2022	448	$2.5B	+$116M	-$116M	-$441K	UPS, SPY, AAPL, FNBT, MDY	13F-HR	5/16/2022, 05:18 PM
Q4 2021	460	$2.62B	+$89.5M	-$75.7M	+$13.8M	UPS, SPY, AAPL, FNBT, MSFT	13F-HR	2/14/2022, 08:20 AM
Q3 2021	445	$2.36B	+$71.4M	-$108M	-$36.8M	UPS, SPY, AAPL, FNBT, MSFT	13F-HR	11/12/2021, 03:03 PM
Q2 2021	448	$2.46B	+$72M	-$195M	-$123M	UPS, SPY, AAPL, FNBT, MSFT	13F-HR	8/13/2021, 01:58 PM
Q1 2021	440	$2.36B	+$145M	-$134M	+$10.7M	UPS, SPY, AAPL, FNBT, MDY	13F-HR	5/12/2021, 11:28 AM
Q4 2020	418	$2.23B	+$99.7M	-$121M	-$21.3M	UPS, SPY, AAPL, FNBT, MDY	13F-HR	2/9/2021, 05:37 PM
Q3 2020	383	$2.06B	+$113M	-$50.1M	+$62.5M	UPS, SPY, AAPL, MSFT, FNBT	13F-HR	11/12/2020, 10:08 AM
Q2 2020	370	$1.81B	+$74.8M	-$129M	-$54.4M	UPS, SPY, AAPL, FNBT, MSFT	13F-HR	8/13/2020, 09:36 AM
Q1 2020	345	$1.59B	+$82.1M	-$85.5M	-$3.34M	UPS, SPY, FNBT, AAPL, MSFT	13F-HR	5/6/2020, 02:52 PM
Q4 2019	381	$2B	+$74.1M	-$55.8M	+$18.3M	UPS, SPY, FNBT, AAPL, MDY	13F-HR	2/7/2020, 03:30 PM
Q3 2019	375	$1.88B	+$58.2M	-$39.2M	+$19M	UPS, SPY, FNBT, MDY, AAPL	13F-HR	11/8/2019, 11:36 AM
Q2 2019	361	$1.8B	+$112M	-$153M	-$41.2M	UPS, SPY, FNBT, MDY, IWM	13F-HR	8/8/2019, 02:16 PM
Q1 2019	333	$1.72B	+$133M	-$67.4M	+$65.5M	UPS, SPY, FNBT, MDY, IWM	13F-HR	5/7/2019, 11:35 AM
Q4 2018	329	$1.47B	+$112M	-$42.4M	+$69.8M	UPS, SPY, MDY, IWM, AAPL	13F-HR	2/7/2019, 02:13 PM
Q3 2018	329	$1.64B	+$73.2M	-$202M	-$129M	UPS, SPY, IWM, MDY, AAPL	13F-HR	11/2/2018, 10:31 AM
Q2 2018	400	$1.65B	+$94.8M	-$51.8M	+$43M	UPS, SPY, IWM, MDY, AAPL	13F-HR	8/3/2018, 01:54 PM
Q1 2018	389	$1.57B	+$92.2M	-$40.5M	+$51.7M	UPS, SPY, MDY, IWM, AAPL	13F-HR	4/26/2018, 02:07 PM
Q4 2017	366	$1.57B	+$55.7M	-$48.9M	+$6.88M	UPS, SPY, MDY, IWM, AAPL	13F-HR	1/30/2018, 03:02 PM
Q3 2017	369	$1.5B	+$85.5M	-$48.7M	+$36.8M	UPS, SPY, MDY, IWM, AAPL	13F-HR	10/30/2017, 03:47 PM
Q2 2017	355	$1.39B	+$80.7M	-$90.8M	-$10.2M	UPS, SPY, MDY, IWM, AAPL	13F-HR	7/26/2017, 02:47 PM
Q1 2017	368	$1.37B	+$149M	-$58.2M	+$90.4M	UPS, SPY, IWM, MDY, AAPL	13F-HR	5/12/2017, 02:54 PM
Q4 2016	1,301	$1.25B	+$334M	-$37.5M	+$296M	UPS, SPY, IWM, MDY, AAPL	13F-HR	2/13/2017, 04:13 PM
Q3 2016	1,334	$882M	+$68.8M	-$68.1M	+$727K	SPY, IWM, AAPL, XOM, MSFT	13F-HR	11/10/2016, 01:29 PM
Q2 2016	1,411	$897M	+$56.7M	-$29M	+$27.7M	SPY, IWM, AAPL, XOM, MDY	13F-HR	8/8/2016, 03:29 PM
Q1 2016	1,308	$851M	+$55.1M	-$47.4M	+$7.62M	SPY, AAPL, IWM, XOM, GE	13F-HR	5/10/2016, 03:38 PM
Q4 2015	1,359	$837M	+$101M	-$41.4M	+$59.4M	SPY, IWM, AAPL, XOM, GE	13F-HR	2/9/2016, 02:19 PM
Q3 2015	1,550	$741M	+$74.8M	-$42.8M	+$32M	SPY, AAPL, IWM, XOM, GE	13F-HR	11/13/2015, 04:49 PM
Q2 2015	1,451	$766M	+$73.1M	-$31M	+$42.1M	SPY, AAPL, IWM, XOM, GE	13F-HR	8/11/2015, 03:35 PM
Q1 2015	1,429	$735M	+$95.9M	-$38.9M	+$57.1M	SPY, AAPL, XOM, IWM, MDY	13F-HR	5/13/2015, 03:52 PM
Q4 2014	1,436	$677M	+$61.1M	-$26M	+$35.1M	SPY, AAPL, XOM, IWM, MDY	13F-HR	2/9/2015, 12:45 PM
Q3 2014	1,449	$623M	+$58.1M	-$18M	+$40.1M	SPY, XOM, AAPL, IWM, MDY	13F-HR	11/13/2014, 02:20 PM
Q2 2014	1,446	$591M	+$82.1M	-$26.2M	+$55.8M	SPY, XOM, AAPL, IWM, MDY	13F-HR	8/13/2014, 05:30 PM
Q1 2014	1,457	$534M	+$75.2M	-$27.6M	+$47.5M	SPY, XOM, AAPL, PM, IWM	13F-HR	5/13/2014, 01:17 PM
Q4 2013	1,597	$484M	$0	$0		XOM, SPY, AAPL, IWM, MDY	13F-HR	2/12/2014, 12:19 PM

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