FineMark National Bank & Trust’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,150	Closed	-$228K	–	459
2025 Q1	$228K	Buy	+10,150	New	+$225K	0.01%	396
2016 Q1	–	Sell	-2,514	Closed	-$34K	–	1313
2015 Q4	$34K	Hold	2,514	–	–	﹤0.01%	700
2015 Q3	$38K	Hold	2,514	–	–	0.01%	693
2015 Q2	$45K	Hold	2,514	–	–	0.01%	679
2015 Q1	$43K	Buy	+2,514	New	+$44.2K	0.01%	707
2014 Q3	–	Sell	-656	Closed	-$17K	–	1392
2014 Q2	$17K	Buy	+656	New	+$17.3K	﹤0.01%	933

Other funds holding DBC

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

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

HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

FineMark National Bank & Trust sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2025, closing a stake of 10,150 shares — an estimated $228K sold.

FineMark National Bank & Trust first reported a position in DBC in Q2 2014 and held it in 6 quarters. The position peaked at $228K in Q1 2025. 196 funds tracked by Wall St. Rank hold DBC as of Q2 2025.

FineMark National Bank & Trust reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2025 after selling out during the quarter.
FineMark National Bank & Trust sold 10,150 Invesco DB Commodity Index Tracking Fund shares in Q2 2025, an estimated $228K.
FineMark National Bank & Trust first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2014 and held it in 6 quarters.
FineMark National Bank & Trust's Invesco DB Commodity Index Tracking Fund position peaked at $228K in Q1 2025.
196 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2025.

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