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FineMark National Bank & Trust’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

FineMark National Bank & Trust’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$267K Buy
4,553
+150
+3% +$8.69K 0.01% 394
2025
Q3 		$252K Buy
+4,403
New +$243K 0.01% 396

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

FineMark National Bank & Trust increased its Avantis US Small Cap Equity ETF (AVSC) stake by 3.4% in Q4 2025, buying an estimated $8.69K and bringing the position to 4,553 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #394.

FineMark National Bank & Trust first reported a position in AVSC in Q3 2025 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold AVSC as of Q4 2025.

  • FineMark National Bank & Trust held 4,553 shares of Avantis US Small Cap Equity ETF worth $267K as of Q4 2025.
  • FineMark National Bank & Trust bought 150 Avantis US Small Cap Equity ETF shares in Q4 2025, an estimated $8.69K.
  • Avantis US Small Cap Equity ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #394 holding.
  • FineMark National Bank & Trust first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2025.

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