Position in WU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$42,619
-$5,701 QoQ
Shares Held
5,535
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $204,563,134 across 19 Credit Services names. WU ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNI |
Nelnet Inc
|
1,179,351 | $157,242,868 | |
| 2 | V |
Visa Inc.
|
67,906 | $23,297,869 | |
| 3 | COF |
Capital One Financial Corp
|
88,390 | $17,732,801 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
77,634 | $3,352,236 | |
| 5 | MA |
Mastercard Inc
|
4,223 | $2,168,932 | |
| 6 | SYF |
Synchrony Financial
|
4,681 | $355,990 | |
| 7 | AXP |
American Express Co
|
838 | $283,453 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,362 | $62,583 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,619 | 5,535 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $48,320 | 5,535 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $52,834 | 5,675 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $45,343 | 5,675 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $47,783 | 5,675 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,581 | 244 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,378 | 130 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,550 | 130 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,588 | 130 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,817 | 130 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,549 | 130 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,713 | 130 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,876 | 160 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,784 | 160 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,451 | 178 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,941 | 366 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,096 | 188 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,523 | 188 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,353 | 188 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $9,948 | 492 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $6,661 | 290 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $7,151 | 290 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,362 | 290 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $6,214 | 290 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $6,269 | 290 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $5,257 | 290 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||