Farmers & Merchants Investments Inc’s Bank of New York Mellon BNY Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Buy	2,121 +200	+10%	+$27.3K	0.01%	282
2026 Q1	$228K	Sell	1,921 -3,195	-62%	-$380K	0.01%	299
2025 Q4	$594K	Hold	5,116	–	–	0.02%	231
2025 Q3	$557K	Hold	5,116	–	–	0.02%	233
2025 Q2	$466K	Hold	5,116	–	–	0.01%	240
2025 Q1	$429K	Buy	5,116 +200	+4%	+$16.8K	0.01%	241
2024 Q4	$378K	Hold	4,916	–	–	0.01%	261
2024 Q3	$353K	Hold	4,916	–	–	0.01%	264
2024 Q2	$294K	Hold	4,916	–	–	0.01%	270
2024 Q1	$283K	Hold	4,916	–	–	0.01%	263
2023 Q4	$256K	Hold	4,916	–	–	0.01%	269
2023 Q3	$210K	Hold	4,916	–	–	0.01%	275
2023 Q2	$219K	Sell	4,916 -20	-0.4%	-$858	0.01%	277
2023 Q1	$224K	Buy	4,936 +260	+6%	+$12.6K	0.01%	276
2022 Q4	$213K	Hold	4,676	–	–	0.01%	281
2022 Q3	$180K	Buy	4,676 +95	+2%	+$4.05K	0.01%	291
2022 Q2	$191K	Hold	4,581	–	–	0.01%	281
2022 Q1	$227K	Hold	4,581	–	–	0.01%	277
2021 Q4	$266K	Hold	4,581	–	–	0.01%	275
2021 Q3	$237K	Hold	4,581	–	–	0.01%	270
2021 Q2	$235K	Hold	4,581	–	–	0.01%	231
2021 Q1	$217K	Hold	4,581	–	–	0.01%	231
2020 Q4	$194K	Hold	4,581	–	–	0.01%	229
2020 Q3	$157K	Hold	4,581	–	–	0.01%	237
2020 Q2	$177K	Sell	4,581 -397	-8%	-$14.5K	0.01%	227
2020 Q1	$168K	Hold	4,978	–	–	0.01%	221
2019 Q4	$251K	Hold	4,978	–	–	0.02%	216
2019 Q3	$225K	Hold	4,978	–	–	0.01%	220
2019 Q2	$220K	Buy	4,978 +12	+0.2%	+$564	0.01%	221
2019 Q1	$250K	Buy	4,966 +15	+0.3%	+$773	0.02%	213
2018 Q4	$233K	Hold	4,951	–	–	0.02%	207
2018 Q3	$252K	Buy	4,951 +37	+0.8%	+$1.95K	0.02%	214
2018 Q2	$265K	Hold	4,914	–	–	0.02%	211
2018 Q1	$253K	Hold	4,914	–	–	0.02%	219
2017 Q4	$265K	Buy	4,914 +23	+0.5%	+$1.23K	0.02%	220
2017 Q3	$259K	Buy	4,891 +108	+2%	+$5.67K	0.02%	219
2017 Q2	$244K	Hold	4,783	–	–	0.02%	226
2017 Q1	$226K	Hold	4,783	–	–	0.02%	226
2016 Q4	$227K	Hold	4,783	–	–	0.02%	233
2016 Q3	$191K	Hold	4,783	–	–	0.02%	220
2016 Q2	$186K	Sell	4,783 -325	-6%	-$12.9K	0.02%	207
2016 Q1	$188K	Sell	5,108 -10	-0.2%	-$363	0.02%	205
2015 Q4	$211K	Sell	5,118 -13	-0.3%	-$546	0.03%	206
2015 Q3	$201K	Hold	5,131	–	–	0.03%	200
2015 Q2	$215K	Hold	5,131	–	–	0.03%	199
2015 Q1	$206K	Buy	5,131 +251	+5%	+$9.78K	0.03%	200
2014 Q4	$198K	Hold	4,880	–	–	0.02%	197
2014 Q3	$189K	Buy	4,880 +407	+9%	+$15.8K	0.03%	201
2014 Q2	$168K	Sell	4,473 -500	-10%	-$17.3K	0.02%	208
2014 Q1	$175K	Hold	4,973	–	–	0.02%	210
2013 Q4	$174K	Hold	4,973	–	–	0.03%	212
2013 Q3	$150K	Hold	4,973	–	–	0.02%	214
2013 Q2	$139K	Buy	+4,973	New	+$143K	0.02%	220

Other funds holding BNY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Farmers & Merchants Investments Inc's BNY Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its Bank of New York Mellon (BNY) stake by 10% in Q2 2026, buying an estimated $27.3K and bringing the position to 2,121 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #282.

Farmers & Merchants Investments Inc first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. The position peaked at $594K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Farmers & Merchants Investments Inc held 2,121 shares of Bank of New York Mellon worth $307K as of Q2 2026.
Farmers & Merchants Investments Inc bought 200 Bank of New York Mellon shares in Q2 2026, an estimated $27.3K.
Bank of New York Mellon made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #282 holding.
Farmers & Merchants Investments Inc first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's Bank of New York Mellon position peaked at $594K in Q4 2025.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.