FNBT
VOO icon

FineMark National Bank & Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

FineMark National Bank & Trust’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$19.6M Buy
31,332
+1,412
+5% +$878K 0.61% 40
2025
Q3 		$18.3M Buy
29,920
+4,663
+18% +$2.75M 0.6% 39
2025
Q2 		$14.3M Sell
25,257
-7,244
-22% -$3.81M 0.49% 59
2025
Q1 		$16.7M Buy
32,501
+706
+2% +$382K 0.61% 44
2024
Q4 		$17.1M Buy
31,795
+354
+1% +$192K 0.6% 46
2024
Q3 		$16.6M Hold
31,441
– – 0.58% 50
2024
Q2 		$15.7M Buy
31,441
+22,946
+270% +$11M 0.58% 48
2024
Q1 		$4.08M Sell
8,495
-76
-0.9% -$34.8K 0.15% 116
2023
Q4 		$3.74M Buy
8,571
+961
+13% +$393K 0.15% 117
2023
Q3 		$2.99M Buy
7,610
+753
+11% +$308K 0.13% 130
2023
Q2 		$2.79M Buy
6,857
+3,397
+98% +$1.31M 0.11% 135
2023
Q1 		$1.3M Sell
3,460
-217
-6% -$79.6K 0.06% 172
2022
Q4 		$1.29M Buy
3,677
+50
+1% +$17.7K 0.06% 168
2022
Q3 		$1.19M Buy
3,627
+13
+0.4% +$4.75K 0.06% 173
2022
Q2 		$1.25M Buy
3,614
+138
+4% +$52K 0.06% 185
2022
Q1 		$1.44M Sell
3,476
-664
-16% -$272K 0.06% 185
2021
Q4 		$1.81M Buy
4,140
+1,002
+32% +$423K 0.07% 165
2021
Q3 		$1.24M Sell
3,138
-526
-14% -$213K 0.05% 184
2021
Q2 		$1.44M Buy
3,664
+1,477
+68% +$567K 0.06% 178
2021
Q1 		$797K Sell
2,187
-480
-18% -$170K 0.03% 230
2020
Q4 		$917K Buy
2,667
+125
+5% +$40.8K 0.04% 213
2020
Q3 		$782K Buy
2,542
+1,394
+121% +$425K 0.04% 208
2020
Q2 		$325K Buy
1,148
+78
+7% +$21K 0.02% 283
2020
Q1 		$253K Hold
1,070
– – 0.02% 293
2019
Q4 		$317K Sell
1,070
-1,114
-51% -$315K 0.02% 300
2019
Q3 		$595K Buy
+2,184
New +$593K 0.03% 226

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FineMark National Bank & Trust increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q4 2025, buying an estimated $878K and bringing the position to 31,332 shares worth $19.6M. The position accounts for 0.61% of the portfolio, ranked #40.

FineMark National Bank & Trust first reported a position in VOO in Q3 2019 and has held it in 26 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • FineMark National Bank & Trust held 31,332 shares of Vanguard S&P 500 ETF worth $19.6M as of Q4 2025.
  • FineMark National Bank & Trust bought 1,412 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $878K.
  • Vanguard S&P 500 ETF made up 0.61% of FineMark National Bank & Trust's portfolio in Q4 2025, its #40 holding.
  • FineMark National Bank & Trust first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 26 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

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