FineMark National Bank & Trust’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

FineMark National Bank & Trust’s Portfolio AVMC Stock Details AVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$540K	Buy	+7,646	New	+$534K	0.02%	305

Other funds holding AVMC

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

FineMark National Bank & Trust opened a new position in Avantis US Mid Cap Equity ETF (AVMC) in Q4 2025: 7,646 shares worth $540K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings.

52 funds tracked by Wall St. Rank hold AVMC as of Q4 2025.

FineMark National Bank & Trust held 7,646 shares of Avantis US Mid Cap Equity ETF worth $540K as of Q4 2025.
Avantis US Mid Cap Equity ETF was a new FineMark National Bank & Trust position in Q4 2025.
Avantis US Mid Cap Equity ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #305 holding.
52 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q4 2025.

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