FineMark National Bank & Trust’s BARRA INC BARZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$3.51K Hold
33,662
﹤0.01% 442
2025
Q3
$3.51K Hold
33,662
﹤0.01% 446
2025
Q2
$3.51K Hold
33,662
﹤0.01% 447
2025
Q1
$3.51K Hold
33,662
﹤0.01% 437
2024
Q4
$3.51K Buy
+33,662
New +$3.51K ﹤0.01% 428
2024
Q3
Sell
-33,662
Closed -$3.51K 440
2024
Q2
$3.51K Hold
33,662
﹤0.01% 418
2024
Q1
$3.51K Hold
33,662
﹤0.01% 423
2023
Q4
$3.51K Hold
33,662
﹤0.01% 403
2023
Q3
$3.51K Buy
+33,662
New +$3.51K ﹤0.01% 406
2019
Q2
Sell
-200,000
Closed -$8K 372
2019
Q1
$8K Hold
200,000
﹤0.01% 329
2018
Q4
$9K Hold
200,000
﹤0.01% 325
2018
Q3
$15K Buy
+200,000
New +$15K ﹤0.01% 321

Other funds holding BARZ

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

FineMark National Bank & Trust held its BARRA INC (BARZ) position steady in Q4 2025 at 33,662 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

FineMark National Bank & Trust first reported a position in BARZ in Q3 2018 and has held it in 12 quarters since. The position peaked at $15K in Q3 2018. 2 funds tracked by Wall St. Rank hold BARZ as of Q4 2025.

  • FineMark National Bank & Trust held 33,662 shares of BARRA INC worth $3.51K as of Q4 2025.
  • FineMark National Bank & Trust left its BARRA INC share count unchanged in Q4 2025.
  • BARRA INC made up ﹤0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #442 holding.
  • FineMark National Bank & Trust first reported a position in BARRA INC in Q3 2018 and has held it in 12 quarters since.
  • FineMark National Bank & Trust's BARRA INC position peaked at $15K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held BARRA INC as of Q4 2025.

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