FineMark National Bank & Trust’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$329K	Sell	2,464 -150	-6%	-$19.5K	0.01%	372
2025 Q3	$343K	Buy	2,614 +150	+6%	+$19.4K	0.01%	361
2025 Q2	$314K	Hold	2,464	–	–	0.01%	373
2025 Q1	$294K	Hold	2,464	–	–	0.01%	359
2024 Q4	$291K	Sell	2,464 -52	-2%	-$6.15K	0.01%	357
2024 Q3	$277K	Sell	2,516 -41	-2%	-$4.34K	0.01%	360
2024 Q2	$255K	Buy	+2,557	New	+$255K	0.01%	361
2017 Q1	–	Sell	-589	Closed	-$35K	–	978
2016 Q4	$35K	Buy	+589	New	+$32.2K	﹤0.01%	705
2015 Q3	–	Sell	-49	Closed	-$2K	–	1588
2015 Q2	$2K	Buy	+49	New	+$2.45K	﹤0.01%	1283

Other funds holding VFH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

FineMark National Bank & Trust reduced its Vanguard Financials ETF (VFH) stake by 5.7% in Q4 2025, selling an estimated $19.5K and leaving 2,464 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #372.

FineMark National Bank & Trust first reported a position in VFH in Q2 2015 and has held it in 9 quarters since. The position peaked at $343K in Q3 2025. 750 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

FineMark National Bank & Trust held 2,464 shares of Vanguard Financials ETF worth $329K as of Q4 2025.
FineMark National Bank & Trust sold 150 Vanguard Financials ETF shares in Q4 2025, an estimated $19.5K.
Vanguard Financials ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #372 holding.
FineMark National Bank & Trust first reported a position in Vanguard Financials ETF in Q2 2015 and has held it in 9 quarters since.
FineMark National Bank & Trust's Vanguard Financials ETF position peaked at $343K in Q3 2025.
750 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

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