13F Filings History of FineMark National Bank & Trust

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$3,204,842,520
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 450 stock holdings with total value $3,204,842,520 as of Q4 2025. Top holdings included SPY, UPS, IVV, AAPL, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 450 $3,204,842,520 +$164,567,482 -$96,438,250 +$68,129,232 SPY, UPS, IVV, AAPL, MSFT 13F-HR 12 Feb 2026, 16:56
Q3 2025 451 $3,061,487,825 +$98,566,197 -$149,555,778 -$50,989,581 SPY, IVV, UPS, AAPL, MSFT 13F-HR 12 Nov 2025, 11:31
Q2 2025 452 $2,937,597,614 +$77,838,552 -$81,252,065 -$3,413,513 UPS, SPY, IVV, AAPL, MSFT 13F-HR 11 Aug 2025, 16:11
Q1 2025 444 $2,740,070,875 +$71,305,953 -$62,650,387 +$8,655,566 UPS, SPY, AAPL, IVV, MSFT 13F-HR 13 May 2025, 13:10
Q4 2024 433 $2,867,154,655 +$86,262,992 -$76,785,991 +$9,477,001 UPS, SPY, AAPL, IVV, MSFT 13F-HR 11 Feb 2025, 16:39
Q3 2024 421 $2,873,628,931 +$120,381,476 -$75,459,119 +$44,922,357 UPS, SPY, AAPL, IVV, MSFT 13F-HR 13 Nov 2024, 15:05
Q2 2024 427 $2,713,929,599 +$164,635,908 -$126,383,215 +$38,252,693 UPS, SPY, AAPL, IVV, MSFT 13F-HR 02 Aug 2024, 13:44
Q1 2024 430 $2,690,434,889 +$176,605,093 -$71,097,561 +$105,507,532 UPS, SPY, IVV, AAPL, MSFT 13F-HR 14 May 2024, 12:17
Q4 2023 411 $2,444,872,631 +$70,221,368 -$128,524,463 -$58,303,095 UPS, SPY, AAPL, IVV, MSFT 13F-HR 09 Feb 2024, 15:43
Q3 2023 413 $2,298,224,620 +$53,035,810 -$78,138,069 -$25,102,259 UPS, SPY, AAPL, IVV, MSFT Restatement 15 Nov 2023, 13:30
Q2 2023 428 $2,433,111,698 +$53,782,341 -$52,833,318 +$949,023 UPS, SPY, AAPL, IVV, MSFT 13F-HR 11 Aug 2023, 19:23
Q1 2023 421 $2,340,846,125 +$69,411,626 -$63,266,117 +$6,145,509 UPS, SPY, AAPL, IVV, FNBT 13F-HR 08 May 2023, 14:39
Q4 2022 407 $2,221,594,763 +$98,728,689 -$70,731,967 +$27,996,722 UPS, SPY, AAPL, FNBT, IVV 13F-HR 09 Feb 2023, 13:35
Q3 2022 389 $2,010,359,000 +$88,462,446 -$78,819,395 +$9,643,051 UPS, SPY, AAPL, FNBT, MDY 13F-HR 14 Nov 2022, 13:31
Q2 2022 417 $2,175,261,000 +$100,412,120 -$51,651,888 +$48,760,232 UPS, SPY, AAPL, FNBT, MDY 13F-HR 09 Aug 2022, 15:56
Q1 2022 448 $2,503,400,000 +$116,041,333 -$116,482,732 -$441,399 UPS, SPY, AAPL, FNBT, MDY 13F-HR 16 May 2022, 17:18
Q4 2021 460 $2,616,689,000 +$89,453,638 -$75,672,580 +$13,781,058 UPS, SPY, AAPL, FNBT, MSFT 13F-HR 14 Feb 2022, 08:20
Q3 2021 445 $2,362,197,000 +$71,405,629 -$108,229,499 -$36,823,870 UPS, SPY, AAPL, FNBT, MSFT 13F-HR 12 Nov 2021, 15:03
Q2 2021 448 $2,461,022,000 +$72,017,403 -$195,030,720 -$123,013,317 UPS, SPY, AAPL, FNBT, MSFT 13F-HR 13 Aug 2021, 13:58
Q1 2021 440 $2,364,531,000 +$145,109,328 -$134,359,689 +$10,749,639 UPS, SPY, AAPL, FNBT, MDY 13F-HR 12 May 2021, 11:28
Q4 2020 418 $2,234,892,000 +$99,663,489 -$120,913,801 -$21,250,312 UPS, SPY, AAPL, FNBT, MDY 13F-HR 09 Feb 2021, 17:37
Q3 2020 383 $2,063,709,000 +$112,617,258 -$50,076,646 +$62,540,612 UPS, SPY, AAPL, MSFT, FNBT 13F-HR 12 Nov 2020, 10:08
Q2 2020 370 $1,810,323,000 +$74,827,155 -$129,275,752 -$54,448,597 UPS, SPY, AAPL, FNBT, MSFT 13F-HR 13 Aug 2020, 09:36
Q1 2020 345 $1,593,395,000 +$82,116,493 -$85,451,780 -$3,335,287 UPS, SPY, FNBT, AAPL, MSFT 13F-HR 06 May 2020, 14:52
Q4 2019 381 $1,998,043,000 +$74,086,158 -$55,811,475 +$18,274,683 UPS, SPY, FNBT, AAPL, MDY 13F-HR 07 Feb 2020, 15:30
Q3 2019 375 $1,879,148,000 +$58,156,479 -$39,179,130 +$18,977,349 UPS, SPY, FNBT, MDY, AAPL 13F-HR 08 Nov 2019, 11:36
Q2 2019 361 $1,797,910,000 +$111,838,186 -$153,004,087 -$41,165,901 UPS, SPY, FNBT, MDY, IWM 13F-HR 08 Aug 2019, 14:16
Q1 2019 333 $1,721,009,000 +$132,863,787 -$67,365,709 +$65,498,078 UPS, SPY, FNBT, MDY, IWM 13F-HR 07 May 2019, 11:35
Q4 2018 329 $1,474,093,000 +$112,224,272 -$42,414,818 +$69,809,454 UPS, SPY, MDY, IWM, AAPL 13F-HR 07 Feb 2019, 14:13
Q3 2018 329 $1,642,466,000 +$73,229,455 -$201,773,175 -$128,543,720 UPS, SPY, IWM, MDY, AAPL 13F-HR 02 Nov 2018, 10:31
Q2 2018 400 $1,649,685,000 +$94,796,584 -$51,801,923 +$42,994,661 UPS, SPY, IWM, MDY, AAPL 13F-HR 03 Aug 2018, 13:54
Q1 2018 389 $1,571,234,000 +$92,158,867 -$40,473,459 +$51,685,408 UPS, SPY, MDY, IWM, AAPL 13F-HR 26 Apr 2018, 14:07
Q4 2017 366 $1,574,629,000 +$55,749,740 -$48,865,938 +$6,883,802 UPS, SPY, MDY, IWM, AAPL 13F-HR 30 Jan 2018, 15:02
Q3 2017 369 $1,498,505,000 +$85,523,327 -$48,690,233 +$36,833,094 UPS, SPY, MDY, IWM, AAPL 13F-HR 30 Oct 2017, 15:47
Q2 2017 355 $1,392,925,000 +$80,652,725 -$90,844,943 -$10,192,218 UPS, SPY, MDY, IWM, AAPL 13F-HR 26 Jul 2017, 14:47
Q1 2017 368 $1,365,532,000 +$148,533,769 -$58,153,571 +$90,380,198 UPS, SPY, IWM, MDY, AAPL 13F-HR 12 May 2017, 14:54
Q4 2016 1,301 $1,248,797,000 +$333,523,326 -$37,494,572 +$296,028,754 UPS, SPY, IWM, MDY, AAPL 13F-HR 13 Feb 2017, 16:13
Q3 2016 1,334 $881,967,000 +$68,826,320 -$68,099,578 +$726,742 SPY, IWM, AAPL, XOM, MSFT 13F-HR 10 Nov 2016, 13:29
Q2 2016 1,411 $897,284,000 +$56,740,166 -$29,045,213 +$27,694,953 SPY, IWM, AAPL, XOM, MDY 13F-HR 08 Aug 2016, 15:29
Q1 2016 1,308 $851,261,000 +$55,066,403 -$47,441,712 +$7,624,691 SPY, AAPL, IWM, XOM, GE 13F-HR 10 May 2016, 15:38
Q4 2015 1,359 $837,251,000 +$100,808,020 -$41,408,316 +$59,399,704 SPY, IWM, AAPL, XOM, GE 13F-HR 09 Feb 2016, 14:19
Q3 2015 1,550 $741,253,000 +$74,801,685 -$42,813,448 +$31,988,237 SPY, AAPL, IWM, XOM, GE 13F-HR 13 Nov 2015, 16:49
Q2 2015 1,451 $765,814,000 +$73,055,991 -$30,953,095 +$42,102,896 SPY, AAPL, IWM, XOM, GE 13F-HR 11 Aug 2015, 15:35
Q1 2015 1,429 $734,588,000 +$95,942,871 -$38,862,843 +$57,080,028 SPY, AAPL, XOM, IWM, MDY 13F-HR 13 May 2015, 15:52
Q4 2014 1,436 $677,134,000 +$61,062,557 -$25,972,529 +$35,090,028 SPY, AAPL, XOM, IWM, MDY 13F-HR 09 Feb 2015, 12:45
Q3 2014 1,449 $622,786,000 +$58,118,650 -$18,036,878 +$40,081,772 SPY, XOM, AAPL, IWM, MDY 13F-HR 13 Nov 2014, 14:20
Q2 2014 1,446 $591,410,000 +$82,081,798 -$26,238,014 +$55,843,784 SPY, XOM, AAPL, IWM, MDY 13F-HR 13 Aug 2014, 17:30
Q1 2014 1,457 $534,268,000 +$75,164,804 -$27,621,051 +$47,543,753 SPY, XOM, AAPL, PM, IWM 13F-HR 13 May 2014, 13:17
Q4 2013 1,597 $483,659,000 $0 $0 $0 XOM, SPY, AAPL, IWM, MDY 13F-HR 12 Feb 2014, 12:19