FMII
SF

Farmers & Merchants Investments Inc’s Stifel SF Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.28K Hold
133
– – ﹤0.01% 813
2026
Q1 		$9.83K Sell
133
-5
-4% -$397 ﹤0.01% 781
2025
Q4 		$11.5K Buy
138
+4
+3% +$320 ﹤0.01% 704
2025
Q3 		$10.1K Buy
134
+6
+5% +$449 ﹤0.01% 743
2025
Q2 		$8.82K Buy
128
+12
+10% +$737 ﹤0.01% 752
2025
Q1 		$7.26K Buy
116
+53
+84% +$3.74K ﹤0.01% 775
2024
Q4 		$4.46K Hold
63
– – ﹤0.01% 832
2024
Q3 		$3.94K Hold
63
– – ﹤0.01% 868
2024
Q2 		$3.53K Sell
63
-6
-9% -$318 ﹤0.01% 876
2024
Q1 		$3.6K Hold
69
– – ﹤0.01% 848
2023
Q4 		$3.18K Hold
69
– – ﹤0.01% 875
2023
Q3 		$2.83K Sell
69
-3
-4% -$126 ﹤0.01% 890
2023
Q2 		$2.86K Hold
72
– – ﹤0.01% 917
2023
Q1 		$2.84K Hold
72
– – ﹤0.01% 883
2022
Q4 		$2.8K Hold
72
– – ﹤0.01% 922
2022
Q3 		$2K Sell
72
-155
-68% -$6.1K ﹤0.01% 1074
2022
Q2 		$8K Buy
+227
New +$9.43K ﹤0.01% 778
2019
Q1 		– Sell
-369
Closed -$7K – 855
2018
Q4 		$7K Hold
369
– – ﹤0.01% 562
2018
Q3 		$8K Hold
369
– – ﹤0.01% 598
2018
Q2 		$9K Buy
369
+58
+19% +$1.51K ﹤0.01% 561
2018
Q1 		$8K Sell
311
-63
-17% -$1.78K ﹤0.01% 582
2017
Q4 		$10K Hold
374
– – ﹤0.01% 541
2017
Q3 		$9K Hold
374
– – ﹤0.01% 550
2017
Q2 		$8K Hold
374
– – ﹤0.01% 567
2017
Q1 		$8K Buy
+374
New +$8.61K ﹤0.01% 525

Other funds holding SF

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its Stifel (SF) position steady in Q2 2026 at 133 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Farmers & Merchants Investments Inc first reported a position in SF in Q1 2017 and has held it in 25 quarters since. The position peaked at $11.5K in Q4 2025. 279 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Farmers & Merchants Investments Inc held 133 shares of Stifel worth $9.28K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Stifel share count unchanged in Q2 2026.
  • Stifel made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #813 holding.
  • Farmers & Merchants Investments Inc first reported a position in Stifel in Q1 2017 and has held it in 25 quarters since.
  • Farmers & Merchants Investments Inc's Stifel position peaked at $11.5K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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