FineMark National Bank & Trust MLPB UBS AG LONDON BRANCH

Ownership history in FineMark National Bank & Trust  ·  9 quarters on record

AI Ownership Summary

FineMark National Bank & Trust reported UBS AG LONDON BRANCH (MLPB) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows MLPB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MLPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FineMark National Bank & Trust's position in UBS AG LONDON BRANCH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MLPB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FineMark National Bank & Trust held MLPB — position size vs. price
% of Fund (quarterly)    MLPB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,475 0% 0.01% $240K 2026-02-14 (Est.) $27.84
2025 Q3 UNCHANGED 9,475 0% 0.01% $237K 2025-11-12 $23.99
2025 Q2 UNCHANGED 9,475 0% 0.01% $246K 2025-08-11 $24.22
2025 Q1 UNCHANGED 9,475 0% 0.01% $263K 2025-05-13 $24.42
2024 Q4 UNCHANGED 9,475 0% 0.01% $239K 2025-02-11 $25.11
2024 Q3 UNCHANGED 9,475 0% 0.01% $231K 2024-11-13 $22.15
2024 Q2 UNCHANGED 9,475 0% 0.01% $233K 2024-08-02 $21.20
2024 Q1 UNCHANGED 9,475 0% 0.01% $229K 2024-05-14 $20.96
2023 Q4 INITIATED 9,475 0.01% $203K 2024-02-09 $18.90

FAQ About FineMark National Bank & Trust and MLPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has FineMark National Bank & Trust reported owning MLPB?

FineMark National Bank & Trust reported MLPB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MLPB position in FineMark National Bank & Trust's portfolio?

The largest reported portfolio weight for MLPB was 0.01% in 2025 Q1.

What is the latest reported MLPB position on this page?

The most recent filing on this page is 2025 Q4, when FineMark National Bank & Trust reported 9,475 shares, equal to 0.01% of portfolio, with an estimated market value of $240K.

What does the chart on this MLPB ownership page compare?

The chart compares FineMark National Bank & Trust's quarterly MLPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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