FNBT
AVMV icon

FineMark National Bank & Trust’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

FineMark National Bank & Trust’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.83M Buy
81,937
+69,304
+549% +$4.81M 0.18% 112
2025
Q3 		$870K Buy
+12,633
New +$858K 0.03% 248

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

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

FineMark National Bank & Trust increased its Avantis US Mid Cap Value ETF (AVMV) stake by 549% in Q4 2025, buying an estimated $4.81M and bringing the position to 81,937 shares worth $5.83M. The position accounts for 0.18% of the portfolio, ranked #112.

FineMark National Bank & Trust first reported a position in AVMV in Q3 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold AVMV as of Q4 2025.

  • FineMark National Bank & Trust held 81,937 shares of Avantis US Mid Cap Value ETF worth $5.83M as of Q4 2025.
  • FineMark National Bank & Trust bought 69,304 Avantis US Mid Cap Value ETF shares in Q4 2025, an estimated $4.81M.
  • Avantis US Mid Cap Value ETF made up 0.18% of FineMark National Bank & Trust's portfolio in Q4 2025, its #112 holding.
  • FineMark National Bank & Trust first reported a position in Avantis US Mid Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q4 2025.

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