FNBT
RGEF

FineMark National Bank & Trust’s Rockefeller Global Equity ETF RGEF Stock Holding History

FineMark National Bank & Trust’s Portfolio RGEF Stock Details RGEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$920K Hold
30,000
– – 0.03% 239
2025
Q3 		$882K Hold
30,000
– – 0.03% 244
2025
Q2 		$834K Hold
30,000
– – 0.03% 244
2025
Q1 		$761K Hold
30,000
– – 0.03% 243
2024
Q4 		$741K Buy
+30,000
New +$754K 0.03% 244

Other funds holding RGEF

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FineMark National Bank & Trust held its Rockefeller Global Equity ETF (RGEF) position steady in Q4 2025 at 30,000 shares worth $920K. The position accounts for 0.03% of the portfolio, ranked #239.

FineMark National Bank & Trust first reported a position in RGEF in Q4 2024 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold RGEF as of Q4 2025.

  • FineMark National Bank & Trust held 30,000 shares of Rockefeller Global Equity ETF worth $920K as of Q4 2025.
  • FineMark National Bank & Trust left its Rockefeller Global Equity ETF share count unchanged in Q4 2025.
  • Rockefeller Global Equity ETF made up 0.03% of FineMark National Bank & Trust's portfolio in Q4 2025, its #239 holding.
  • FineMark National Bank & Trust first reported a position in Rockefeller Global Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q4 2025.

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