FineMark National Bank & Trust’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$542K	Hold	21,462	–	–	0.02%	304
2025 Q3	$565K	Hold	21,462	–	–	0.02%	293
2025 Q2	$557K	Hold	21,462	–	–	0.02%	289
2025 Q1	$506K	Hold	21,462	–	–	0.02%	294
2024 Q4	$547K	Buy	+21,462	New	+$557K	0.02%	270

Other funds holding RSMC

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

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

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

FineMark National Bank & Trust held its Rockefeller U.S. Small-Mid Cap ETF (RSMC) position steady in Q4 2025 at 21,462 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #304.

FineMark National Bank & Trust first reported a position in RSMC in Q4 2024 and has held it in 5 quarters since. The position peaked at $565K in Q3 2025. 17 funds tracked by Wall St. Rank hold RSMC as of Q4 2025.

FineMark National Bank & Trust held 21,462 shares of Rockefeller U.S. Small-Mid Cap ETF worth $542K as of Q4 2025.
FineMark National Bank & Trust left its Rockefeller U.S. Small-Mid Cap ETF share count unchanged in Q4 2025.
Rockefeller U.S. Small-Mid Cap ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #304 holding.
FineMark National Bank & Trust first reported a position in Rockefeller U.S. Small-Mid Cap ETF in Q4 2024 and has held it in 5 quarters since.
FineMark National Bank & Trust's Rockefeller U.S. Small-Mid Cap ETF position peaked at $565K in Q3 2025.
17 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q4 2025.

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