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FineMark National Bank & Trust’s Avantis US Small Cap Value ETF AVUV Stock Holding History

FineMark National Bank & Trust’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.88M Buy
67,419
+47,056
+231% +$4.71M 0.21% 104
2025
Q3 		$2.03M Buy
+20,363
New +$1.97M 0.07% 167

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FineMark National Bank & Trust increased its Avantis US Small Cap Value ETF (AVUV) stake by 231% in Q4 2025, buying an estimated $4.71M and bringing the position to 67,419 shares worth $6.88M. The position accounts for 0.21% of the portfolio, ranked #104.

FineMark National Bank & Trust first reported a position in AVUV in Q3 2025 and has held it in 2 quarters since. 983 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • FineMark National Bank & Trust held 67,419 shares of Avantis US Small Cap Value ETF worth $6.88M as of Q4 2025.
  • FineMark National Bank & Trust bought 47,056 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $4.71M.
  • Avantis US Small Cap Value ETF made up 0.21% of FineMark National Bank & Trust's portfolio in Q4 2025, its #104 holding.
  • FineMark National Bank & Trust first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 983 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

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