Goelzer Investment Management, Inc.
Position in FMAO — Farmers & Merchants Bancorp Inc
CIK 1550057
CARMEL, IN
Position in FMAO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,837,810
-$1,597,454 QoQ
Shares Held
223,604
-32.0% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#7
of 115 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMAO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Goelzer Investment Management, Inc. holds $37,319,915 across 7 Banks - Regional names. FMAO ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
196,550 | $11,871,620 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
149,448 | $10,471,821 | |
| 3 | FMAO |
Farmers & Merchants Bancorp Inc
This page
|
223,604 | $6,837,810 | |
| 4 | FITB |
Fifth Third Bancorp
|
93,176 | $5,252,331 | |
| 5 | BPOP |
Popular, Inc.
|
13,705 | $2,250,086 | |
| 6 | ONB |
Old National Bancorp /In/
|
15,475 | $400,802 | |
| 7 | FRME |
First Merchants Corp
|
5,389 | $235,445 |
All Filings in FMAO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,837,810 | 223,604 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,435,264 | 328,604 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $11,990,782 | 485,064 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $689,375 | 27,564 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $696,817 | 27,564 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $659,055 | 27,564 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $811,759 | 27,564 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $762,144 | 27,564 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $640,036 | 27,564 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $614,401 | 27,564 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $683,587 | 27,564 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $483,196 | 27,564 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $620,465 | 27,564 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $670,356 | 27,564 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $749,189 | 27,564 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $740,644 | 27,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $914,849 | 27,564 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $996,438 | 27,564 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $904,926 | 27,564 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $617,433 | 27,564 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $601,446 | 27,564 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||