Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,901
-$418 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#456
of 514 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $33,832,274 across 19 Capital Markets names. HLI ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,556 | $32,926,161 | |
| 2 | PIPR |
Piper Sandler Companies
|
5,240 | $379,061 | |
| 3 | MS |
Morgan Stanley
|
1,266 | $264,644 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,264 | $116,629 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
475 | $47,633 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
489 | $42,562 | |
| 7 | EVR |
Evercore Inc.
|
33 | $11,267 | |
| 8 | SF |
Stifel Financial Corp
|
133 | $9,279 |
All Filings in HLI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,901 | 44 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,319 | 44 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,664 | 44 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,034 | 44 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,557 | 42 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,652 | 35 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,299 | 19 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,002 | 19 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,562 | 19 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,435 | 19 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,278 | 19 | Shares | Sole | 2024-01-23 | |
| 2020-09-30 | $7,263 | 123 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $6,287 | 113 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $7,088 | 136 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||