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FineMark National Bank & Trust’s Avantis International Large Cap Value ETF AVIV Stock Holding History

FineMark National Bank & Trust’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.61M Buy
36,572
+16,844
+85% +$1.16M 0.08% 161
2025
Q3 		$1.33M Buy
+19,728
New +$1.28M 0.04% 202

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

FineMark National Bank & Trust's AVIV Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Avantis International Large Cap Value ETF (AVIV) stake by 85% in Q4 2025, buying an estimated $1.16M and bringing the position to 36,572 shares worth $2.61M. The position accounts for 0.08% of the portfolio, ranked #161.

FineMark National Bank & Trust first reported a position in AVIV in Q3 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold AVIV as of Q4 2025.

  • FineMark National Bank & Trust held 36,572 shares of Avantis International Large Cap Value ETF worth $2.61M as of Q4 2025.
  • FineMark National Bank & Trust bought 16,844 Avantis International Large Cap Value ETF shares in Q4 2025, an estimated $1.16M.
  • Avantis International Large Cap Value ETF made up 0.08% of FineMark National Bank & Trust's portfolio in Q4 2025, its #161 holding.
  • FineMark National Bank & Trust first reported a position in Avantis International Large Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.