Farmers & Merchants Investments Inc’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2K	Hold	82	–	–	﹤0.01%	759
2026 Q1	$13.3K	Hold	82	–	–	﹤0.01%	685
2025 Q4	$18.3K	Buy	82 +2	+3%	+$456	﹤0.01%	581
2025 Q3	$19.1K	Hold	80	–	–	﹤0.01%	571
2025 Q2	$19.4K	Sell	80 -1	-1%	-$238	﹤0.01%	554
2025 Q1	$19.6K	Hold	81	–	–	﹤0.01%	554
2024 Q4	$18.3K	Hold	81	–	–	﹤0.01%	583
2024 Q3	$17.4K	Hold	81	–	–	﹤0.01%	598
2024 Q2	$16K	Hold	81	–	–	﹤0.01%	602
2024 Q1	$16.6K	Hold	81	–	–	﹤0.01%	557
2023 Q4	$16.7K	Hold	81	–	–	﹤0.01%	541
2023 Q3	$14.5K	Buy	81 +5	+7%	+$886	﹤0.01%	552
2023 Q2	$12.6K	Hold	76	–	–	﹤0.01%	587
2023 Q1	$11.1K	Hold	76	–	–	﹤0.01%	607
2022 Q4	$10.2K	Hold	76	–	–	﹤0.01%	644
2022 Q3	$11K	Buy	76 +15	+25%	+$2.44K	﹤0.01%	615
2022 Q2	$9K	Hold	61	–	–	﹤0.01%	712
2022 Q1	$9K	Buy	61 +2	+3%	+$307	﹤0.01%	765
2021 Q4	$11K	Hold	59	–	–	﹤0.01%	725
2021 Q3	$10K	Buy	59 +1	+2%	+$170	﹤0.01%	720
2021 Q2	$9K	Hold	58	–	–	﹤0.01%	675
2021 Q1	$9K	Hold	58	–	–	﹤0.01%	643
2020 Q4	$9K	Hold	58	–	–	﹤0.01%	621
2020 Q3	$8K	Hold	58	–	–	﹤0.01%	590
2020 Q2	$7K	Buy	58 +1	+2%	+$116	﹤0.01%	613
2020 Q1	$5K	Hold	57	–	–	﹤0.01%	642
2019 Q4	$7K	Hold	57	–	–	﹤0.01%	666
2019 Q3	$7K	Hold	57	–	–	﹤0.01%	639
2019 Q2	$7K	Buy	57 +7	+14%	+$843	﹤0.01%	640
2019 Q1	$5K	Buy	50 +4	+9%	+$401	﹤0.01%	710
2018 Q4	$4K	Hold	46	–	–	﹤0.01%	680
2018 Q3	$6K	Buy	+46	New	+$5.84K	﹤0.01%	664
2017 Q1	–	Sell	-562	Closed	-$37K	–	741
2016 Q4	$37K	Buy	+562	New	+$36.5K	﹤0.01%	367
2016 Q1	–	Sell	-400	Closed	-$21K	–	730
2015 Q4	$21K	Hold	400	–	–	﹤0.01%	367
2015 Q3	$22K	Hold	400	–	–	﹤0.01%	357
2015 Q2	$20K	Hold	400	–	–	﹤0.01%	385
2015 Q1	$22K	Sell	400 -18	-4%	-$914	﹤0.01%	382
2014 Q4	$19K	Sell	418 -15	-3%	-$656	﹤0.01%	395
2014 Q3	$18K	Hold	433	–	–	﹤0.01%	405
2014 Q2	$18K	Sell	433 -105	-20%	-$4.11K	﹤0.01%	405
2014 Q1	$20K	Sell	538 -59	-10%	-$2.21K	﹤0.01%	394
2013 Q4	$24K	Hold	597	–	–	﹤0.01%	374
2013 Q3	$19K	Buy	597 +596	+59,600%	+$17.7K	﹤0.01%	389
2013 Q2	$0	Buy	+1	New	+$26	﹤0.01%	610

Other funds holding BR

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its Broadridge (BR) position steady in Q2 2026 at 82 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Farmers & Merchants Investments Inc first reported a position in BR in Q2 2013 and has held it in 44 quarters since. The position peaked at $37K in Q4 2016. 587 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Farmers & Merchants Investments Inc held 82 shares of Broadridge worth $11.2K as of Q2 2026.
Farmers & Merchants Investments Inc left its Broadridge share count unchanged in Q2 2026.
Broadridge made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #759 holding.
Farmers & Merchants Investments Inc first reported a position in Broadridge in Q2 2013 and has held it in 44 quarters since.
Farmers & Merchants Investments Inc's Broadridge position peaked at $37K in Q4 2016.
587 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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