Farmers & Merchants Investments Inc’s Preferred Bank PFBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$744	Hold	7	–	–	﹤0.01%	1602
2026 Q1	$635	Hold	7	–	–	﹤0.01%	1590
2025 Q4	$661	Sell	7 -2	-22%	-$186	﹤0.01%	1561
2025 Q3	$814	Hold	9	–	–	﹤0.01%	1531
2025 Q2	$779	Hold	9	–	–	﹤0.01%	1512
2025 Q1	$753	Hold	9	–	–	﹤0.01%	1523
2024 Q4	$777	Hold	9	–	–	﹤0.01%	1554
2024 Q3	$722	Hold	9	–	–	﹤0.01%	1588
2024 Q2	$679	Hold	9	–	–	﹤0.01%	1578
2024 Q1	$691	Hold	9	–	–	﹤0.01%	1547
2023 Q4	$657	Hold	9	–	–	﹤0.01%	1570
2023 Q3	$560	Hold	9	–	–	﹤0.01%	1567
2023 Q2	$495	Hold	9	–	–	﹤0.01%	1598
2023 Q1	$493	Hold	9	–	–	﹤0.01%	1581
2022 Q4	$672	Hold	9	–	–	﹤0.01%	1530
2022 Q3	$1K	Sell	9 -132	-94%	-$9.21K	﹤0.01%	1389
2022 Q2	$10K	Hold	141	–	–	﹤0.01%	696
2022 Q1	$10K	Buy	+141	New	+$10.9K	﹤0.01%	749

Other funds holding PFBC

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

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

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Farmers & Merchants Investments Inc held its Preferred Bank (PFBC) position steady in Q2 2026 at 7 shares worth $744. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Farmers & Merchants Investments Inc first reported a position in PFBC in Q1 2022 and has held it in 18 quarters since. The position peaked at $10K in Q2 2022. 87 funds tracked by Wall St. Rank hold PFBC as of Q2 2026.

Farmers & Merchants Investments Inc held 7 shares of Preferred Bank worth $744 as of Q2 2026.
Farmers & Merchants Investments Inc left its Preferred Bank share count unchanged in Q2 2026.
Preferred Bank made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1602 holding.
Farmers & Merchants Investments Inc first reported a position in Preferred Bank in Q1 2022 and has held it in 18 quarters since.
Farmers & Merchants Investments Inc's Preferred Bank position peaked at $10K in Q2 2022.
87 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2026.

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