Superior Planning, LLC’s First Merchants FRME Stock Holding History

Superior Planning, LLC’s Portfolio FRME Stock Details FRME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$517	Buy	+13	New	+$550	﹤0.01%	1890

Other funds holding FRME

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's FRME Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in First Merchants (FRME) in Q3 2026: 13 shares worth $517. The stake represents ﹤0.01% of the portfolio and ranks #1890 among its holdings.

181 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

Superior Planning, LLC held 13 shares of First Merchants worth $517 as of Q3 2026.
First Merchants was a new Superior Planning, LLC position in Q3 2026.
First Merchants made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1890 holding.
181 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.