FineMark National Bank & Trust’s Invesco DB Agriculture Fund DBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,315	Closed	-$272K	–	460
2025 Q1	$272K	Buy	+10,315	New	+$279K	0.01%	369
2014 Q3	–	Sell	-77	Closed	-$2K	–	1393
2014 Q2	$2K	Hold	77	–	–	﹤0.01%	1278
2014 Q1	$2K	Buy	+77	New	+$2.02K	﹤0.01%	1274

Other funds holding DBA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FineMark National Bank & Trust's DBA Position: Q2 2025 in Review

FineMark National Bank & Trust sold out of Invesco DB Agriculture Fund (DBA) in Q2 2025, closing a stake of 10,315 shares — an estimated $272K sold.

FineMark National Bank & Trust first reported a position in DBA in Q1 2014 and held it in 3 quarters. The position peaked at $272K in Q1 2025. 144 funds tracked by Wall St. Rank hold DBA as of Q2 2025.

FineMark National Bank & Trust reported no remaining Invesco DB Agriculture Fund position as of Q2 2025 after selling out during the quarter.
FineMark National Bank & Trust sold 10,315 Invesco DB Agriculture Fund shares in Q2 2025, an estimated $272K.
FineMark National Bank & Trust first reported a position in Invesco DB Agriculture Fund in Q1 2014 and held it in 3 quarters.
FineMark National Bank & Trust's Invesco DB Agriculture Fund position peaked at $272K in Q1 2025.
144 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2025.

Based on FineMark National Bank & Trust's 13F filing for Q2 2025, filed 11 Aug 2025.