Finemark National Bank & Trust
FineMark National Bank & Trust is a privately held bank and trust company headquartered in Fort Myers, Florida. Founded in 2007, it provides personal, business, and private banking services along with trust and investment management solutions. The firm employs approximately 250 people across its multiple offices, primarily serving high-net-worth individuals, families, and organizations seeking comprehensive wealth management and fiduciary services.
Investment Strategy
FineMark National Bank & Trust follows a conservative, client-focused investment approach centered on custom portfolio design, wealth preservation, and long-term value creation. The firm provides tailored asset management, fiduciary and trust services, and emphasizes deep client relationships, transparency, and a commitment to prudent risk management while addressing the unique needs of high-net-worth individuals and families.
Latest 13F Filing Activity
Finemark National Bank & Trust filed their most recent 13F report on Jun 30, 2025 disclosing 440 equity positions and 1 options positions with a total 13F market value of $3B. The fund increased holdings in Broadcom Inc., Microsoft Corp., Nvidia Corporation among other positions. Finemark National Bank & Trust reduced exposure to United Parcel Service Inc., Hilton Worldwide HLDGS Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (440)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UPS | UNITED PARCEL SERVICE INC | 5.89% | $173.0M | 1,713,816 | $113.73 | $100.94 | -$15.7M |
S SPY | SPDR S&P 500 ETF TR | 5.79% | $170.2M | 275,414 | $239.50 | $617.85 | +$14.6M |
I IVV | ISHARES TR | 4.75% | $139.5M | 224,736 | $353.84 | $620.90 | +$13.8M |
A AAPL | APPLE INC | 4.03% | $118.5M | 577,529 | $35.14 | $205.17 | -$8.7M |
M MSFT | MICROSOFT CORP | 3.32% | $97.7M | 196,419 | $62.16 | $497.41 | +$24.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | New | Call | $1.7M | 110 | $157.99 | $157.99 | +110 | +$1.7M |