FineMark National Bank & Trust’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$240K	Hold	9,475	–	–	0.01%	409
2025 Q3	$237K	Hold	9,475	–	–	0.01%	405
2025 Q2	$246K	Hold	9,475	–	–	0.01%	403
2025 Q1	$263K	Hold	9,475	–	–	0.01%	374
2024 Q4	$239K	Hold	9,475	–	–	0.01%	384
2024 Q3	$231K	Hold	9,475	–	–	0.01%	388
2024 Q2	$233K	Hold	9,475	–	–	0.01%	373
2024 Q1	$229K	Hold	9,475	–	–	0.01%	385
2023 Q4	$203K	Hold	9,475	–	–	0.01%	389
2023 Q3	$201K	Buy	+9,475	New	+$195K	0.01%	390

Other funds holding MLPB

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FineMark National Bank & Trust held its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) position steady in Q4 2025 at 9,475 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #409.

FineMark National Bank & Trust first reported a position in MLPB in Q3 2023 and has held it in 10 quarters since. The position peaked at $263K in Q1 2025. 25 funds tracked by Wall St. Rank hold MLPB as of Q4 2025.

FineMark National Bank & Trust held 9,475 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $240K as of Q4 2025.
FineMark National Bank & Trust left its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 share count unchanged in Q4 2025.
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #409 holding.
FineMark National Bank & Trust first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q3 2023 and has held it in 10 quarters since.
FineMark National Bank & Trust's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $263K in Q1 2025.
25 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q4 2025.

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