FARMERS & MERCHANTS INVESTMENTS INC

Position in UMBF — Umb Financial Corp

CIK 1259969 LINCOLN, NE

Position in UMBF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$579,891

+$122,190 QoQ

Shares Held

4,062

+0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#49

of 123 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FARMERS & MERCHANTS INVESTMENTS INC holds $20,004,607 across 94 Banks - Regional names. UMBF ranks #2 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	275,473	$16,638,569
2	UMBF	Umb Financial Corp This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$579,891	4,062	+0.1%	Shares	Sole	2026-07-20
2026-03-31	$457,701	4,058	0.0%	Shares	Sole	2026-04-23
2025-12-31	$466,832	4,058	0.0%	Shares	Sole	2026-02-03
2025-09-30	$480,264	4,058	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$426,213	4,053	+0.4%	Shares	Sole	2025-07-14
2025-03-31	$408,241	4,038	+0.5%	Shares	Sole	2025-04-16
2024-12-31	$453,471	4,018	0.0%	Shares	Sole	2025-01-28
2024-09-30	$422,331	4,018	0.0%	Shares	Sole	2024-10-25
2024-06-30	$335,181	4,018	-11.1%	Shares	Sole	2024-08-05
2024-03-31	$393,020	4,518	-24.9%	Shares	Sole	2024-04-18
2023-12-31	$502,803	6,018	-0.0%	Shares	Sole	2024-01-23
2023-09-30	$373,541	6,020	-14.2%	Shares	Sole	2023-10-25
2023-06-30	$427,518	7,020	-12.5%	Shares	Sole	2023-08-01
2023-03-31	$462,914	8,020	-20.0%	Shares	Sole	2023-05-12
2022-12-31	$836,870	10,020	0.0%	Shares	Sole	2023-02-02
2022-09-30	$844,585	10,020	+0.2%	Shares	Sole	2022-10-31
2022-06-30	$861,000	10,000	0.0%	Shares	Sole	2022-07-28
2022-03-31	$971,600	10,000	0.0%	Shares	Sole	2022-04-19
2021-12-31	$1,061,100	10,000	0.0%	Shares	Sole	2022-01-14
2021-09-30	$967,100	10,000	-7.9%	Shares	Sole	2021-10-21
2021-06-30	$1,010,259	10,856	0.0%	Shares	Sole	2021-07-16
2021-03-31	$1,002,334	10,856	0.0%	Shares	Sole	2021-04-14
2020-12-31	$748,955	10,856	0.0%	Shares	Sole	2021-01-20
2020-09-30	$532,052	10,856	0.0%	Shares	Sole	2020-10-19
2020-06-30	$559,626	10,856	0.0%	Shares	Sole	2020-07-21
2020-03-31	$503,501	10,856	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.