Stifel Financial’s Farmers & Merchants Bancorp FMAO Stock Holding History

Stifel Financial’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
2025 Q1	–	Sell	-10,562	Closed	-$311K	–	3477
2024 Q4	$311K	Buy	+10,562	New	+$316K	﹤0.01%	2938
2022 Q3	–	Sell	-10,562	Closed	-$351K	–	3319
2022 Q2	$351K	Hold	10,562	–	–	﹤0.01%	2663
2022 Q1	$382K	Hold	10,562	–	–	﹤0.01%	2730
2021 Q4	$347K	Buy	+10,562	New	+$288K	﹤0.01%	2829

Other funds holding FMAO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

MMM

Mendel Money Management Northbrook, Illinois $239M AUM 21.36% 1-Year Est. Return

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

GFP

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stifel Financial's FMAO Position: Q1 2025 in Review

Stifel Financial sold out of Farmers & Merchants Bancorp (FMAO) in Q1 2025, closing a stake of 10,562 shares — an estimated $311K sold.

Stifel Financial first reported a position in FMAO in Q4 2021 and held it in 4 quarters. The position peaked at $382K in Q1 2022. 72 funds tracked by Wall St. Rank hold FMAO as of Q1 2025.

Stifel Financial reported no remaining Farmers & Merchants Bancorp position as of Q1 2025 after selling out during the quarter.
Stifel Financial sold 10,562 Farmers & Merchants Bancorp shares in Q1 2025, an estimated $311K.
Stifel Financial first reported a position in Farmers & Merchants Bancorp in Q4 2021 and held it in 4 quarters.
Stifel Financial's Farmers & Merchants Bancorp position peaked at $382K in Q1 2022.
72 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.