Farmers & Merchants Trust Co of Long Beach FMBL FARMERS & MERCHANTS BK

Ownership history in Farmers & Merchants Trust Co of Long Beach  ·  31 quarters on record

AI Ownership Summary

Farmers & Merchants Trust Co of Long Beach reported FARMERS & MERCHANTS BK (FMBL) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 11.3% in 2026 Q1. The latest visible filing shows FMBL at 11.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farmers & Merchants Trust Co of Long Beach's position in FARMERS & MERCHANTS BK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FMBL was reported at 11.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farmers & Merchants Trust Co of Long Beach held FMBL — position size vs. price
% of Fund (quarterly)    FMBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 5,782 -29 -0.5% 11.18% $52.0M 2026-08-05 $9794.93
2026 Q1 REDUCED 5,811 -13 -0.2% 11.30% $48.1M 2026-04-16 $8243.23
2025 Q4 REDUCED 5,824 -7 -0.1% 11.10% $48.6M 2026-01-29 $8270.23
2025 Q3 REDUCED 8.9% +17.9% 5,831 -573 -8.9% 8.80% $41.6M 2025-10-27 $7756.17
2025 Q2 ADDED 6,404 +30 +0.5% 7.50% $35.4M 2025-07-17 $5707.71
2025 Q1 REDUCED 6,374 -4 -0.1% 9.28% $36.7M 2025-04-17 $5359.85
2024 Q4 UNCHANGED 6,378 0% 9.03% $36.4M 2025-01-15 $5417.74
2024 Q3 REDUCED 6,378 -5 -0.1% 8.37% $34.1M 2024-10-10 $5187.61
2024 Q2 REDUCED 26.2% +14.5% 6,383 -2,268 -26.2% 7.79% $30.0M 2024-08-07 $4900.34
2024 Q1 ADDED 8,651 +11 +0.1% 10.26% $41.5M 2024-04-18 $4206.39
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FMBL

As of 2026 Q2 — sorted by position size

THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.23%

FAQ About Farmers & Merchants Trust Co of Long Beach and FMBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farmers & Merchants Trust Co of Long Beach reported owning FMBL?

Farmers & Merchants Trust Co of Long Beach reported FMBL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FMBL position in Farmers & Merchants Trust Co of Long Beach's portfolio?

The largest reported portfolio weight for FMBL was 11.30% in 2026 Q1.

What is the latest reported FMBL position on this page?

The most recent filing on this page is 2026 Q2, when Farmers & Merchants Trust Co of Long Beach reported 5,782 shares, equal to 11.18% of portfolio, with an estimated market value of $52.0M.

What does the chart on this FMBL ownership page compare?

The chart compares Farmers & Merchants Trust Co of Long Beach's quarterly FMBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farmers & Merchants Trust Co of Long Beach time their FMBL position?

Based on 13F filing dates vs. subsequent FMBL price moves, Farmers & Merchants Trust Co of Long Beach correctly timed 14 out of 26 reported position changes (54%). The annualised alpha on FMBL relative to SPY over the holding period was -10.1%.

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