Action Point Financial Planning’s First Merchants FRME Stock Holding History

Action Point Financial Planning’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 Q2	$31.5K	Buy	+724	New	+$29.4K	﹤0.01%	978

Other funds holding FRME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Action Point Financial Planning's FRME Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Merchants (FRME) in Q2 2026: 724 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

306 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Action Point Financial Planning held 724 shares of First Merchants worth $31.5K as of Q2 2026.
First Merchants was a new Action Point Financial Planning position in Q2 2026.
First Merchants made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #978 holding.
306 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.