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FineMark National Bank & Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

FineMark National Bank & Trust’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$29.7M Buy
154,880
+120,515
+351% +$22.9M 0.93% 20
2025
Q3 		$6.52M Buy
34,365
+5,280
+18% +$984K 0.21% 102
2025
Q2 		$5.29M Buy
29,085
+5,582
+24% +$963K 0.18% 115
2025
Q1 		$4.07M Sell
23,503
-1,253
-5% -$223K 0.15% 121
2024
Q4 		$4.34M Buy
24,756
+75
+0.3% +$13.6K 0.15% 115
2024
Q3 		$4.42M Buy
24,681
+380
+2% +$64.9K 0.15% 115
2024
Q2 		$3.99M Buy
24,301
+1,005
+4% +$165K 0.15% 118
2024
Q1 		$3.95M Buy
23,296
+586
+3% +$94.1K 0.15% 117
2023
Q4 		$3.58M Sell
22,710
-2,510
-10% -$365K 0.15% 119
2023
Q3 		$3.57M Buy
25,220
+765
+3% +$114K 0.16% 118
2023
Q2 		$3.66M Buy
24,455
+2,488
+11% +$358K 0.15% 121
2023
Q1 		$3.18M Sell
21,967
-760
-3% -$111K 0.14% 123
2022
Q4 		$3.21M Sell
22,727
-2,042
-8% -$286K 0.14% 119
2022
Q3 		$3.15M Sell
24,769
-958
-4% -$135K 0.15% 123
2022
Q2 		$3.45M Sell
25,727
-266
-1% -$38.9K 0.15% 122
2022
Q1 		$4.1M Buy
25,993
+20,089
+340% +$3.13M 0.16% 120
2021
Q4 		$961K Sell
5,904
-334
-5% -$52.8K 0.04% 221
2021
Q3 		$935K Sell
6,238
-1
-0% -$153 0.04% 218
2021
Q2 		$940K Buy
6,239
+115
+2% +$17.1K 0.04% 224
2021
Q1 		$868K Buy
6,124
+1,293
+27% +$174K 0.04% 221
2020
Q4 		$616K Hold
4,831
– – 0.03% 244
2020
Q3 		$522K Sell
4,831
-87
-2% -$9.39K 0.03% 237
2020
Q2 		$500K Sell
4,918
-50
-1% -$4.82K 0.03% 236
2020
Q1 		$417K Sell
4,968
-4,313
-46% -$458K 0.03% 238
2019
Q4 		$1.07M Hold
9,281
– – 0.05% 172
2019
Q3 		$1M Sell
9,281
-45
-0.5% -$4.83K 0.05% 175
2019
Q2 		$1M Buy
9,326
+300
+3% +$31.8K 0.06% 172
2019
Q1 		$943K Buy
9,026
+569
+7% +$57.4K 0.05% 169
2018
Q4 		$773K Buy
8,457
+577
+7% +$57.2K 0.05% 185
2018
Q3 		$842K Sell
7,880
-500
-6% -$52.8K 0.05% 174
2018
Q2 		$854K Buy
8,380
+500
+6% +$50.7K 0.05% 194
2018
Q1 		$784K Sell
7,880
-558
-7% -$57.1K 0.05% 193
2017
Q4 		$852K Buy
8,438
+144
+2% +$14.1K 0.05% 175
2017
Q3 		$792K Buy
8,294
+2,375
+40% +$222K 0.05% 179
2017
Q2 		$549K Sell
5,919
-777
-12% -$71.3K 0.04% 209
2017
Q1 		$608K Buy
6,696
+5,205
+349% +$467K 0.04% 197
2016
Q4 		$129K Hold
1,491
– – 0.01% 418
2016
Q3 		$125K Hold
1,491
– – 0.01% 408
2016
Q2 		$120K Sell
1,491
-24
-2% -$1.91K 0.01% 393
2016
Q1 		$119K Buy
1,515
+4
+0.3% +$294 0.01% 386
2015
Q4 		$116K Hold
1,511
– – 0.01% 420
2015
Q3 		$111K Hold
1,511
– – 0.02% 430
2015
Q2 		$121K Hold
1,511
– – 0.02% 438
2015
Q1 		$122K Buy
1,511
+24
+2% +$1.93K 0.02% 435
2014
Q4 		$119K Hold
1,487
– – 0.02% 454
2014
Q3 		$113K Sell
1,487
-320
-18% -$24.6K 0.02% 449
2014
Q2 		$139K Buy
1,807
+320
+22% +$23.7K 0.02% 396
2014
Q1 		$109K Hold
1,487
– – 0.02% 434
2013
Q4 		$106K Buy
1,487
+137
+10% +$9.36K 0.02% 421
2013
Q3 		$88K Sell
1,350
-104
-7% -$6.71K 0.02% 452
2013
Q2 		$89K Buy
+1,454
New +$89.1K 0.03% 419

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

FineMark National Bank & Trust increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 351% in Q4 2025, buying an estimated $22.9M and bringing the position to 154,880 shares worth $29.7M. The position accounts for 0.93% of the portfolio, ranked #20.

FineMark National Bank & Trust first reported a position in RSP in Q2 2013 and has held it in 51 quarters since. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • FineMark National Bank & Trust held 154,880 shares of Invesco S&P 500 Equal Weight ETF worth $29.7M as of Q4 2025.
  • FineMark National Bank & Trust bought 120,515 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $22.9M.
  • Invesco S&P 500 Equal Weight ETF made up 0.93% of FineMark National Bank & Trust's portfolio in Q4 2025, its #20 holding.
  • FineMark National Bank & Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 51 quarters since.
  • 2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

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