EverSource Wealth Advisors’s Farmers & Merchants Bancorp FMAO Stock Holding History

EverSource Wealth Advisors’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	$1.9K	Buy	62 +32	+107%	+$884	﹤0.01%	3741
2026 Q1	$770	Buy	30 +3	+11%	+$78	﹤0.01%	3944
2025 Q4	$667	Buy	27 +14	+108%	+$349	﹤0.01%	3803
2025 Q3	$325	Buy	13 +12	+1,200%	+$309	﹤0.01%	4039
2025 Q2	$25	Hold	1	–	–	﹤0.01%	4218
2025 Q1	$24	Sell	1 -2	-67%	-$51	﹤0.01%	3958
2024 Q4	$88	Buy	+3	New	+$90	﹤0.01%	3568

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

EverSource Wealth Advisors's FMAO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Farmers & Merchants Bancorp (FMAO) stake by 107% in Q2 2026, buying an estimated $884 and bringing the position to 62 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3741.

EverSource Wealth Advisors first reported a position in FMAO in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold FMAO as of Q2 2026.

EverSource Wealth Advisors held 62 shares of Farmers & Merchants Bancorp worth $1.9K as of Q2 2026.
EverSource Wealth Advisors bought 32 Farmers & Merchants Bancorp shares in Q2 2026, an estimated $884.
Farmers & Merchants Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3741 holding.
EverSource Wealth Advisors first reported a position in Farmers & Merchants Bancorp in Q4 2024 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.