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FineMark National Bank & Trust’s Avantis US Large Cap Value ETF AVLV Stock Holding History

FineMark National Bank & Trust’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.01M Buy
52,879
+28,744
+119% +$2.11M 0.13% 134
2025
Q3 		$1.74M Buy
+24,135
New +$1.7M 0.06% 178

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

FineMark National Bank & Trust increased its Avantis US Large Cap Value ETF (AVLV) stake by 119% in Q4 2025, buying an estimated $2.11M and bringing the position to 52,879 shares worth $4.01M. The position accounts for 0.13% of the portfolio, ranked #134.

FineMark National Bank & Trust first reported a position in AVLV in Q3 2025 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • FineMark National Bank & Trust held 52,879 shares of Avantis US Large Cap Value ETF worth $4.01M as of Q4 2025.
  • FineMark National Bank & Trust bought 28,744 Avantis US Large Cap Value ETF shares in Q4 2025, an estimated $2.11M.
  • Avantis US Large Cap Value ETF made up 0.13% of FineMark National Bank & Trust's portfolio in Q4 2025, its #134 holding.
  • FineMark National Bank & Trust first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 443 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

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