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Waverly Advisors’s Farmers & Merchants Bancorp FMAO Stock Holding History

Waverly Advisors’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
Q2 		$369K Buy
12,069
+137
+1% +$3.78K ﹤0.01% 1314
2026
Q1 		$306K Buy
11,932
+6
+0.1% +$156 ﹤0.01% 1289
2025
Q4 		$295K Buy
11,926
+3,009
+34% +$75K ﹤0.01% 1212
2025
Q3 		$223K Buy
8,917
+665
+8% +$17.1K ﹤0.01% 1167
2025
Q2 		$209K Buy
+8,252
New +$198K ﹤0.01% 1105

Other funds holding FMAO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waverly Advisors's FMAO Position: Q2 2026 in Review

Waverly Advisors increased its Farmers & Merchants Bancorp (FMAO) stake by 1.1% in Q2 2026, buying an estimated $3.78K and bringing the position to 12,069 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Waverly Advisors first reported a position in FMAO in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold FMAO as of Q2 2026.

  • Waverly Advisors held 12,069 shares of Farmers & Merchants Bancorp worth $369K as of Q2 2026.
  • Waverly Advisors bought 137 Farmers & Merchants Bancorp shares in Q2 2026, an estimated $3.78K.
  • Farmers & Merchants Bancorp made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1314 holding.
  • Waverly Advisors first reported a position in Farmers & Merchants Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.