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FineMark National Bank & Trust’s S&P Global SPGI Stock Holding History

FineMark National Bank & Trust’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$787K Hold
1,506
– – 0.02% 260
2025
Q3 		$733K Sell
1,506
-87
-5% -$46.6K 0.02% 266
2025
Q2 		$840K Buy
1,593
+77
+5% +$38.4K 0.03% 241
2025
Q1 		$770K Sell
1,516
-32
-2% -$16.4K 0.03% 242
2024
Q4 		$771K Sell
1,548
-109
-7% -$55.3K 0.03% 236
2024
Q3 		$856K Buy
1,657
+20
+1% +$9.9K 0.03% 232
2024
Q2 		$730K Buy
1,637
+102
+7% +$43.8K 0.03% 229
2024
Q1 		$653K Sell
1,535
-2
-0.1% -$867 0.02% 248
2023
Q4 		$677K Buy
1,537
+15
+1% +$5.92K 0.03% 239
2023
Q3 		$556K Sell
1,522
-18
-1% -$7.08K 0.02% 258
2023
Q2 		$617K Sell
1,540
-9
-0.6% -$3.29K 0.03% 255
2023
Q1 		$534K Buy
1,549
+147
+10% +$51.7K 0.02% 264
2022
Q4 		$470K Buy
1,402
+109
+8% +$35.9K 0.02% 264
2022
Q3 		$395K Buy
1,293
+45
+4% +$16.1K 0.02% 284
2022
Q2 		$421K Buy
1,248
+45
+4% +$16K 0.02% 295
2022
Q1 		$494K Buy
1,203
+383
+47% +$156K 0.02% 290
2021
Q4 		$387K Sell
820
-23
-3% -$10.5K 0.01% 344
2021
Q3 		$358K Buy
843
+86
+11% +$37.3K 0.02% 328
2021
Q2 		$311K Buy
757
+43
+6% +$16.5K 0.01% 361
2021
Q1 		$252K Hold
714
– – 0.01% 389
2020
Q4 		$235K Hold
714
– – 0.01% 375
2020
Q3 		$257K Hold
714
– – 0.01% 325
2020
Q2 		$235K Buy
+714
New +$215K 0.01% 330
2017
Q1 		– Sell
-646
Closed -$69K – 911
2016
Q4 		$69K Sell
646
-444
-41% -$53K 0.01% 563
2016
Q3 		$138K Sell
1,090
-409
-27% -$49.1K 0.01% 385
2016
Q2 		$161K Buy
+1,499
New +$161K 0.02% 340

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

FineMark National Bank & Trust held its S&P Global (SPGI) position steady in Q4 2025 at 1,506 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #260.

FineMark National Bank & Trust first reported a position in SPGI in Q2 2016 and has held it in 26 quarters since. The position peaked at $856K in Q3 2024. 2,205 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • FineMark National Bank & Trust held 1,506 shares of S&P Global worth $787K as of Q4 2025.
  • FineMark National Bank & Trust left its S&P Global share count unchanged in Q4 2025.
  • S&P Global made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #260 holding.
  • FineMark National Bank & Trust first reported a position in S&P Global in Q2 2016 and has held it in 26 quarters since.
  • FineMark National Bank & Trust's S&P Global position peaked at $856K in Q3 2024.
  • 2,205 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

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