Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,986,551
+$1,640,305 QoQ
Shares Held
64,208
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#601
of 2,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $96,032,273 across 7 Banks - Diversified names. C ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
153,996 | $50,407,510 | |
| 2 | BAC |
Bank Of America Corp /De/
|
414,377 | $23,611,201 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
146,477 | $12,104,859 | |
| 4 | C |
Citigroup Inc
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|
64,208 | $8,986,551 | |
| 5 | TD |
Toronto Dominion Bank
|
4,500 | $546,435 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,121 | $306,717 | |
| 7 | SAN |
Banco Santander, S.A.
|
5,000 | $69,000 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,986,551 | 64,208 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,346,246 | 64,776 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,780,539 | 66,677 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,975,565 | 78,577 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,759,454 | 91,159 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,268,062 | 88,295 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,016,937 | 85,480 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,986,653 | 79,659 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,866,176 | 76,681 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,604,251 | 72,806 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,641,334 | 70,788 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,668,432 | 64,878 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,455,405 | 53,332 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,370,664 | 50,558 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $405,441 | 8,964 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $652,802 | 15,666 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $864,198 | 18,791 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,490,874 | 27,919 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,753,846 | 29,042 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,803,626 | 25,700 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $77,825 | 1,100 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $80,025 | 1,100 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $68,750 | 1,115 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $48,067 | 1,115 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $75,372 | 1,475 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $61,495 | 1,460 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||