FMII
KBWB icon

Farmers & Merchants Investments Inc’s Invesco KBW Bank ETF KBWB Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.2K Hold
819
– – ﹤0.01% 404
2026
Q1 		$64.8K Hold
819
– – ﹤0.01% 415
2025
Q4 		$69K Hold
819
– – ﹤0.01% 393
2025
Q3 		$64.1K Hold
819
– – ﹤0.01% 405
2025
Q2 		$58.7K Hold
819
– – ﹤0.01% 414
2025
Q1 		$51.4K Hold
819
– – ﹤0.01% 431
2024
Q4 		$53.5K Hold
819
– – ﹤0.01% 438
2024
Q3 		$48K Hold
819
– – ﹤0.01% 453
2024
Q2 		$43.8K Hold
819
– – ﹤0.01% 448
2024
Q1 		$43.9K Hold
819
– – ﹤0.01% 424
2023
Q4 		$40.3K Hold
819
– – ﹤0.01% 416
2023
Q3 		$32.8K Hold
819
– – ﹤0.01% 432
2023
Q2 		$33.6K Hold
819
– – ﹤0.01% 445
2023
Q1 		$34.4K Hold
819
– – ﹤0.01% 446
2022
Q4 		$42.3K Hold
819
– – ﹤0.01% 431
2022
Q3 		$40K Hold
819
– – ﹤0.01% 437
2022
Q2 		$42K Hold
819
– – ﹤0.01% 439
2022
Q1 		$52K Hold
819
– – ﹤0.01% 415
2021
Q4 		$56K Hold
819
– – ﹤0.01% 406
2021
Q3 		$55K Hold
819
– – ﹤0.01% 393
2021
Q2 		$53K Buy
+819
New +$53.8K ﹤0.01% 351

Other funds holding KBWB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 819 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Farmers & Merchants Investments Inc first reported a position in KBWB in Q2 2021 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Farmers & Merchants Investments Inc held 819 shares of Invesco KBW Bank ETF worth $76.2K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #404 holding.
  • Farmers & Merchants Investments Inc first reported a position in Invesco KBW Bank ETF in Q2 2021 and has held it in 21 quarters since.
  • 192 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

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