FineMark National Bank & Trust’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$9.25M	Buy	266,311 +11,326	+4%	+$397K	0.29%	86
2025 Q3	$8.79M	Sell	254,985 -4,310	-2%	-$144K	0.29%	87
2025 Q2	$7.76M	Buy	259,295 +136	+0.1%	+$3.99K	0.26%	91
2025 Q1	$8.76M	Buy	259,159 +356	+0.1%	+$11.6K	0.32%	80
2024 Q4	$7.65M	Sell	258,803 -22,587	-8%	-$679K	0.27%	90
2024 Q3	$8.83M	Sell	281,390 -7,588	-3%	-$257K	0.31%	84
2024 Q2	$10.4M	Buy	288,978 +3,124	+1%	+$117K	0.38%	77
2024 Q1	$10.8M	Buy	285,854 +4,290	+2%	+$154K	0.4%	74
2023 Q4	$9.97M	Buy	281,564 +1,137	+0.4%	+$41.6K	0.41%	71
2023 Q3	$10.9M	Sell	280,427 -5,953	-2%	-$221K	0.47%	59
2023 Q2	$10.1M	Sell	286,380 -8,021	-3%	-$297K	0.42%	63
2023 Q1	$11.2M	Sell	294,401 -6,488	-2%	-$242K	0.48%	57
2022 Q4	$10.5M	Sell	300,889 -2,608	-0.9%	-$86.8K	0.47%	55
2022 Q3	$8.66M	Buy	303,497 +9,463	+3%	+$282K	0.42%	62
2022 Q2	$8.34M	Buy	294,034 +35,027	+14%	+$1.07M	0.37%	65
2022 Q1	$7.62M	Buy	259,007 +64,541	+33%	+$1.97M	0.3%	78
2021 Q4	$5.18M	Buy	194,466 +35,078	+22%	+$973K	0.2%	104
2021 Q3	$4.36M	Buy	159,388 +2,861	+2%	+$71.7K	0.18%	109
2021 Q2	$4.13M	Buy	156,527 +17,675	+13%	+$464K	0.17%	114
2021 Q1	$3.38M	Buy	138,852 +4,450	+3%	+$107K	0.14%	121
2020 Q4	$2.76M	Sell	134,402 -10,756	-7%	-$203K	0.12%	121
2020 Q3	$2.53M	Sell	145,158 -9,071	-6%	-$196K	0.12%	112
2020 Q2	$3.6M	Sell	154,229 -17,830	-10%	-$428K	0.2%	98
2020 Q1	$4.2M	Buy	172,059 +23,965	+16%	+$775K	0.26%	83
2019 Q4	$5.59M	Buy	148,094 +107,840	+268%	+$4.09M	0.28%	84
2019 Q3	$1.53M	Sell	40,254 -1,485	-4%	-$56.7K	0.08%	143
2019 Q2	$1.71M	Buy	41,739 +486	+1%	+$20.4K	0.1%	133
2019 Q1	$1.77M	Buy	41,253 +6,873	+20%	+$282K	0.1%	121
2018 Q4	$1.26M	Sell	34,380 -1,081	-3%	-$43.2K	0.09%	139
2018 Q3	$1.56M	Buy	+35,461	New	+$1.48M	0.1%	130
2015 Q4	–	Sell	-23,784	Closed	-$612K	–	1364
2015 Q3	$612K	Buy	23,784 +732	+3%	+$21.5K	0.08%	180
2015 Q2	$776K	Buy	23,052 +2,819	+14%	+$98.7K	0.1%	170
2015 Q1	$656K	Buy	20,233 +1,700	+9%	+$55.7K	0.09%	181
2014 Q4	$586K	Sell	18,533 -53,377	-74%	-$1.79M	0.09%	192
2014 Q3	$2.58M	Buy	71,910 +4,539	+7%	+$180K	0.41%	61
2014 Q2	$2.91M	Buy	67,371 +9,515	+16%	+$392K	0.49%	50
2014 Q1	$2.28M	Buy	57,856 +4,101	+8%	+$162K	0.43%	56
2013 Q4	$2.14M	Buy	53,755 +12,905	+32%	+$481K	0.44%	53
2013 Q3	$1.41M	Buy	40,850 +15,796	+63%	+$542K	0.35%	74
2013 Q2	$856K	Buy	+25,054	New	+$872K	0.26%	85

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAU

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

FineMark National Bank & Trust increased its BP (BP) stake by 4.4% in Q4 2025, buying an estimated $397K and bringing the position to 266,311 shares worth $9.25M. The position accounts for 0.29% of the portfolio, ranked #86.

FineMark National Bank & Trust first reported a position in BP in Q2 2013 and has held it in 40 quarters since. The position peaked at $11.2M in Q1 2023. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

FineMark National Bank & Trust held 266,311 shares of BP worth $9.25M as of Q4 2025.
FineMark National Bank & Trust bought 11,326 BP shares in Q4 2025, an estimated $397K.
BP made up 0.29% of FineMark National Bank & Trust's portfolio in Q4 2025, its #86 holding.
FineMark National Bank & Trust first reported a position in BP in Q2 2013 and has held it in 40 quarters since.
FineMark National Bank & Trust's BP position peaked at $11.2M in Q1 2023.
1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

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