Current Market Value 2,939,335,504
Current Holdings 455
Most Recent File Date 2025-08-11
Total Filings on Record 50
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 455 2,939,336
2025-05-13 2025-03-31 13F-HR 447 2,740,071
2025-02-11 2024-12-31 13F-HR 438 2,868,095
2024-11-13 2024-09-30 13F-HR 422 2,874,750
2024-08-02 2024-06-30 13F-HR 429 2,713,930
2024-05-14 2024-03-31 13F-HR 434 4,225,932
2024-02-09 2023-12-31 13F-HR 414 2,445,013
2023-11-15 2023-09-30 13F-HR/A 1 R 417 2,298,657
2023-11-13 2023-09-30 13F-HR 431 2,433,577
2023-08-14 2023-06-30 13F-HR 431 2,433,577
2023-05-08 2023-03-31 13F-HR 424 3,652,648
2023-02-09 2022-12-31 13F-HR 410 2,222,016
2022-11-14 2022-09-30 13F-HR 397 2,086,340
2022-08-09 2022-06-30 13F-HR 425 2,261,081
2022-05-16 2022-03-31 13F-HR 455 2,529,671
2022-02-14 2021-12-31 13F-HR 467 2,642,946
2021-11-12 2021-09-30 13F-HR 452 2,362,712
2021-08-13 2021-06-30 13F-HR 454 2,461,237
2021-05-12 2021-03-31 13F-HR 446 2,364,746
2021-02-10 2020-12-31 13F-HR 425 2,237,209
2020-11-12 2020-09-30 13F-HR 392 2,065,799
2020-08-13 2020-06-30 13F-HR 380 1,811,045
2020-05-06 2020-03-31 13F-HR 355 1,594,117
2020-02-07 2019-12-31 13F-HR 389 1,998,762
2019-11-08 2019-09-30 13F-HR 382 1,879,866
2019-08-08 2019-06-30 13F-HR 368 1,798,423
2019-05-07 2019-03-31 13F-HR 340 1,721,915
2019-02-07 2018-12-31 13F-HR 337 1,474,999
2018-11-02 2018-09-30 13F-HR 334 1,642,466
2018-08-03 2018-06-30 13F-HR 400 1,649,821
2018-04-26 2018-03-31 13F-HR 389 1,571,370
2018-01-30 2017-12-31 13F-HR 366 1,574,765
2017-10-30 2017-09-30 13F-HR 369 1,498,505
2017-07-26 2017-06-30 13F-HR 355 1,392,925
2017-05-12 2017-03-31 13F-HR 369 1,365,532
2017-02-13 2016-12-31 13F-HR 1282 1,248,888
2016-11-10 2016-09-30 13F-HR 1303 936,305
2016-08-08 2016-06-30 13F-HR 1381 897,430
2016-05-10 2016-03-31 13F-HR 1294 851,378
2016-02-09 2015-12-31 13F-HR 1338 837,400
2015-11-13 2015-09-30 13F-HR 1513 741,461
2015-08-11 2015-06-30 13F-HR 1423 765,950
2015-05-13 2015-03-31 13F-HR 1392 734,710
2015-02-09 2014-12-31 13F-HR 1405 679,722
2014-11-13 2014-09-30 13F-HR 1387 625,210
2014-08-13 2014-06-30 13F-HR 1406 593,246
2014-05-13 2014-03-31 13F-HR 1421 534,393
2014-02-12 2013-12-31 13F-HR 1559 483,834
2013-11-14 2013-09-30 13F-HR 1515 403,552
2013-08-14 2013-06-30 13F-HR 1394 332,259