Position in WT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,101
+$155 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 310 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $32,667,808 across 37 Asset Management names. WT ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,312 | $13,761,846 | |
| 2 | AMP |
Ameriprise Financial Inc
|
29,691 | $13,621,043 | |
| 3 | TROW |
Price T Rowe Group Inc
|
22,168 | $2,520,279 | |
| 4 | NTRS |
Northern Trust Corp
|
4,133 | $718,480 | |
| 5 | STT |
State Street Corp
|
2,716 | $460,633 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
7,846 | $334,161 | |
| 7 | PFG |
Principal Financial Group Inc
|
2,822 | $304,155 | |
| 8 | BX |
Blackstone Inc.
|
2,053 | $241,576 |
All Filings in WT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101 | 65 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $946 | 65 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,097 | 90 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,251 | 90 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,035 | 90 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $802 | 90 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $945 | 90 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $899 | 90 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $891 | 90 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $827 | 90 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $623 | 90 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $630 | 90 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $617 | 90 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $527 | 90 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $490 | 90 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $346 | 74 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||