Finemark National Bank & Trust Boosts Wells Fargo Stake

Financial firm increases holdings in major bank by 28.4% in Q3

Mar. 3, 2026 at 12:23am by Ben Kaplan

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Finemark National Bank & Trust, a financial services firm, increased its stake in Wells Fargo & Company by 28.4% in the third quarter of 2025, according to a recent SEC filing. The firm now owns 134,077 shares of the bank's stock, worth $11.2 million as of the end of the quarter.

Why it matters

This move by Finemark National Bank & Trust suggests the firm sees continued growth potential in Wells Fargo, one of the largest banks in the United States. The increased investment comes amid a period of recovery for Wells Fargo, which has worked to rebuild its reputation following a series of scandals in recent years.

The details

Finemark National Bank & Trust added 29,690 shares of Wells Fargo stock to its portfolio during the third quarter, bringing its total holdings to 134,077 shares. The firm cited the bank's strong financial performance and growth prospects as reasons for the increased investment.

  • Finemark National Bank & Trust filed its Q3 2025 13F report with the SEC on March 1, 2026.

The players

Finemark National Bank & Trust

A financial services firm headquartered in Florida that provides banking, wealth management, and other financial products and services.

Wells Fargo & Company

A major U.S. bank and financial services company headquartered in San Francisco, California.

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The takeaway

Finemark National Bank & Trust's increased stake in Wells Fargo suggests the firm sees continued growth potential in the bank, which has worked to rebuild its reputation in recent years following a series of scandals. This move highlights the ongoing recovery and evolution of one of the largest banks in the United States.