FineMark National Bank & Trust’s United States Oil Fund USO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$417K	Sell	6,035 -606	-9%	-$42.7K	0.01%	339
2025 Q3	$490K	Hold	6,641	–	–	0.02%	311
2025 Q2	$486K	Hold	6,641	–	–	0.02%	301
2025 Q1	$514K	Buy	6,641 +2,545	+62%	+$194K	0.02%	292
2024 Q4	$309K	Buy	+4,096	New	+$299K	0.01%	345
2017 Q4	–	Sell	-6,906	Closed	-$576K	–	382
2017 Q3	$576K	Hold	6,906	–	–	0.04%	213
2017 Q2	$525K	Hold	6,906	–	–	0.04%	219
2017 Q1	$588K	Buy	6,906 +5,875	+570%	+$520K	0.04%	203
2016 Q4	$97K	Hold	1,031	–	–	0.01%	475
2016 Q3	$90K	Hold	1,031	–	–	0.01%	484
2016 Q2	$95K	Hold	1,031	–	–	0.01%	454
2016 Q1	$80K	Hold	1,031	–	–	0.01%	465
2015 Q4	$91K	Hold	1,031	–	–	0.01%	466
2015 Q3	$121K	Hold	1,031	–	–	0.02%	411
2015 Q2	$164K	Hold	1,031	–	–	0.02%	372
2015 Q1	$139K	Hold	1,031	–	–	0.02%	412
2014 Q4	$168K	Hold	1,031	–	–	0.02%	383
2014 Q3	$284K	Hold	1,031	–	–	0.05%	280
2014 Q2	$321K	Hold	1,031	–	–	0.05%	257
2014 Q1	$302K	Hold	1,031	–	–	0.06%	257
2013 Q4	$291K	Hold	1,031	–	–	0.06%	259
2013 Q3	$304K	Hold	1,031	–	–	0.08%	229
2013 Q2	$282K	Buy	+1,031	New	+$276K	0.08%	215

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

FineMark National Bank & Trust reduced its United States Oil Fund (USO) stake by 9.1% in Q4 2025, selling an estimated $42.7K and leaving 6,035 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #339.

FineMark National Bank & Trust first reported a position in USO in Q2 2013 and has held it in 23 quarters since. The position peaked at $588K in Q1 2017. 141 funds tracked by Wall St. Rank hold USO as of Q4 2025.

FineMark National Bank & Trust held 6,035 shares of United States Oil Fund worth $417K as of Q4 2025.
FineMark National Bank & Trust sold 606 United States Oil Fund shares in Q4 2025, an estimated $42.7K.
United States Oil Fund made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #339 holding.
FineMark National Bank & Trust first reported a position in United States Oil Fund in Q2 2013 and has held it in 23 quarters since.
FineMark National Bank & Trust's United States Oil Fund position peaked at $588K in Q1 2017.
141 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2025.

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