Creative Planning’s Farmers & Merchants Bancorp FMAO Stock Holding History

Creative Planning’s Portfolio FMAO Stock Details FMAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$678K	Buy	+22,185	New	+$613K	﹤0.01%	2951

Other funds holding FMAO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MMM

Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's FMAO Position: Q2 2026 in Review

Creative Planning opened a new position in Farmers & Merchants Bancorp (FMAO) in Q2 2026: 22,185 shares worth $678K. The stake represents ﹤0.01% of the portfolio and ranks #2951 among its holdings.

117 funds tracked by Wall St. Rank hold FMAO as of Q2 2026.

Creative Planning held 22,185 shares of Farmers & Merchants Bancorp worth $678K as of Q2 2026.
Farmers & Merchants Bancorp was a new Creative Planning position in Q2 2026.
Farmers & Merchants Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2951 holding.
117 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.