Position in HOPE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,094
+$201 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 258 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOPE 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. HOPE ranks #77 (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 HOPE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094 | 80 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $893 | 80 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $876 | 80 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $861 | 80 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $858 | 80 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $837 | 80 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $983 | 80 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,004 | 80 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $859 | 80 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $920 | 80 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $966 | 80 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $708 | 80 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $673 | 80 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $785 | 80 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,024 | 80 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,011 | 80 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||