Skip to content
Disclosery

FineMark National Bank & Trust: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FineMark National Bank & Trust on WFC, newest first. How the timeline and the estimate are built.

FineMark National Bank & Trust held 140,300 WFC shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 140,300 shares
    Change vs previous 13F +6,223 shares

    0.41% of the 13F portfolio, value $13,075,960.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 134,077 shares
    Change vs previous 13F +29,690 shares

    0.37% of the 13F portfolio, value $11,238,334.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 104,387 shares
    Change vs previous 13F +53,441 shares

    0.28% of the 13F portfolio, value $8,363,486.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 50,946 shares
    Change vs previous 13F -92 shares

    0.13% of the 13F portfolio, value $3,657,413.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 51,038 shares
    Change vs previous 13F -938 shares

    0.13% of the 13F portfolio, value $3,584,909.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 51,976 shares
    Change vs previous 13F +840 shares

    0.1% of the 13F portfolio, value $2,936,124.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 51,136 shares
    Change vs previous 13F +1,361 shares

    0.11% of the 13F portfolio, value $3,036,967.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 49,775 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,884,959.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).