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Farmers & Merchants Investments Inc’s BrightSpring Health Services BTSG Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.84K Hold
55
– – ﹤0.01% 1097
2026
Q1 		$2.34K Hold
55
– – ﹤0.01% 1203
2025
Q4 		$2.06K Buy
+55
New +$1.84K ﹤0.01% 1220

Other funds holding BTSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its BrightSpring Health Services (BTSG) position steady in Q2 2026 at 55 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Farmers & Merchants Investments Inc first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Farmers & Merchants Investments Inc held 55 shares of BrightSpring Health Services worth $3.84K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its BrightSpring Health Services share count unchanged in Q2 2026.
  • BrightSpring Health Services made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1097 holding.
  • Farmers & Merchants Investments Inc first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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