Position in BKU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,034
+$138 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $20,004,607 across 94 Banks - Regional names. BKU ranks #49 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
275,473 | $16,638,569 | |
| 2 | UMBF |
Umb Financial Corp
|
4,062 | $579,891 | |
| 3 | TFC |
Truist Financial Corp
|
11,095 | $552,752 | |
| 4 | FITB |
Fifth Third Bancorp
|
9,685 | $545,943 | |
| 5 | MTB |
M&T Bank Corp
|
1,942 | $462,215 | |
| 6 | RF |
Regions Financial Corp
|
13,617 | $411,233 | |
| 7 | SFNC |
Simmons First National Corp
|
10,488 | $237,553 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
507 | $124,833 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,034 | 42 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,896 | 42 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,050 | 46 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,755 | 46 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,562 | 72 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,479 | 72 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,343 | 140 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,632 | 182 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,327 | 182 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,096 | 182 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,902 | 182 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,129 | 270 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,512 | 395 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $144,399 | 6,395 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $238,469 | 7,020 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $251,457 | 7,359 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $260,905 | 7,335 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $322,446 | 7,335 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $317,409 | 7,502 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $313,733 | 7,502 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $320,260 | 7,502 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $373,662 | 8,502 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $295,699 | 8,502 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $196,138 | 8,952 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $195,007 | 9,630 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $290,205 | 15,519 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||