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FineMark National Bank & Trust’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

FineMark National Bank & Trust’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$425K Buy
5,401
+2,176
+67% +$169K 0.01% 335
2025
Q3 		$247K Buy
+3,225
New +$238K 0.01% 401

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

FineMark National Bank & Trust increased its Avantis US Large Cap Equity ETF (AVLC) stake by 67% in Q4 2025, buying an estimated $169K and bringing the position to 5,401 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #335.

FineMark National Bank & Trust first reported a position in AVLC in Q3 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold AVLC as of Q4 2025.

  • FineMark National Bank & Trust held 5,401 shares of Avantis US Large Cap Equity ETF worth $425K as of Q4 2025.
  • FineMark National Bank & Trust bought 2,176 Avantis US Large Cap Equity ETF shares in Q4 2025, an estimated $169K.
  • Avantis US Large Cap Equity ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #335 holding.
  • FineMark National Bank & Trust first reported a position in Avantis US Large Cap Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q4 2025.

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