Farmers & Merchants Investments Inc’s National Bank Holdings NBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02K	Hold	23	–	–	﹤0.01%	1517
2026 Q1	$901	Hold	23	–	–	﹤0.01%	1503
2025 Q4	$874	Sell	23 -3	-12%	-$113	﹤0.01%	1493
2025 Q3	$1K	Hold	26	–	–	﹤0.01%	1478
2025 Q2	$978	Hold	26	–	–	﹤0.01%	1450
2025 Q1	$995	Sell	26 -4	-13%	-$167	﹤0.01%	1446
2024 Q4	$1.29K	Hold	30	–	–	﹤0.01%	1380
2024 Q3	$1.26K	Hold	30	–	–	﹤0.01%	1399
2024 Q2	$1.17K	Hold	30	–	–	﹤0.01%	1402
2024 Q1	$1.08K	Hold	30	–	–	﹤0.01%	1408
2023 Q4	$1.12K	Hold	30	–	–	﹤0.01%	1405
2023 Q3	$893	Hold	30	–	–	﹤0.01%	1422
2023 Q2	$871	Hold	30	–	–	﹤0.01%	1451
2023 Q1	$1K	Hold	30	–	–	﹤0.01%	1382
2022 Q4	$1.26K	Buy	30 +10	+50%	+$432	﹤0.01%	1293
2022 Q3	$1K	Buy	+20	New	+$803	﹤0.01%	1359

Other funds holding NBHC

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its National Bank Holdings (NBHC) position steady in Q2 2026 at 23 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Farmers & Merchants Investments Inc first reported a position in NBHC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.29K in Q4 2024. 80 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

Farmers & Merchants Investments Inc held 23 shares of National Bank Holdings worth $1.02K as of Q2 2026.
Farmers & Merchants Investments Inc left its National Bank Holdings share count unchanged in Q2 2026.
National Bank Holdings made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1517 holding.
Farmers & Merchants Investments Inc first reported a position in National Bank Holdings in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's National Bank Holdings position peaked at $1.29K in Q4 2024.
80 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

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