Mendel Money Management’s Farmers & Merchants Bancorp FMAO Stock Holding History

Mendel Money Management’s Portfolio FMAO Stock Details FMAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.16M	Sell	123,078 -4,475	-4%	-$117K	1.32%	25
2025 Q4	$3.15M	Sell	127,553 -9,100	-7%	-$227K	1.32%	23
2025 Q3	$3.42M	Sell	136,653 -1,600	-1%	-$41.2K	1.44%	21
2025 Q2	$3.5M	Sell	138,253 -1,435	-1%	-$34.4K	1.55%	22
2025 Q1	$3.34M	Sell	139,688 -1,690	-1%	-$43.5K	1.58%	18
2024 Q4	$4.16M	Sell	141,378 -7,910	-5%	-$236K	1.86%	19
2024 Q3	$4.13M	Buy	149,288 +1,085	+0.7%	+$27.9K	1.78%	20
2024 Q2	$3.44M	Buy	148,203 +3,450	+2%	+$74.6K	1.61%	22
2024 Q1	$3.23M	Buy	144,753 +40,920	+39%	+$884K	1.49%	24
2023 Q4	$2.58M	Buy	103,833 +10,108	+11%	+$200K	1.24%	27
2023 Q3	$1.64M	Buy	93,725 +325	+0.3%	+$6.6K	0.88%	36
2023 Q2	$2.1M	Buy	93,400 +4,345	+5%	+$95.5K	1.08%	32
2023 Q1	$2.17M	Buy	89,055 +74,330	+505%	+$1.95M	1.17%	32
2022 Q4	$400K	Buy	+14,725	New	+$415K	0.23%	84

Other funds holding FMAO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mendel Money Management's FMAO Position: Q1 2026 in Review

Mendel Money Management reduced its Farmers & Merchants Bancorp (FMAO) stake by 3.5% in Q1 2026, selling an estimated $117K and leaving 123,078 shares worth $3.16M. The position accounts for 1.32% of the portfolio, ranked #25.

Mendel Money Management first reported a position in FMAO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.16M in Q4 2024. 106 funds tracked by Wall St. Rank hold FMAO as of Q1 2026.

Mendel Money Management held 123,078 shares of Farmers & Merchants Bancorp worth $3.16M as of Q1 2026.
Mendel Money Management sold 4,475 Farmers & Merchants Bancorp shares in Q1 2026, an estimated $117K.
Farmers & Merchants Bancorp made up 1.32% of Mendel Money Management's portfolio in Q1 2026, its #25 holding.
Mendel Money Management first reported a position in Farmers & Merchants Bancorp in Q4 2022 and has held it in 14 quarters since.
Mendel Money Management's Farmers & Merchants Bancorp position peaked at $4.16M in Q4 2024.
106 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.