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FRME icon

Allworth Financial’s First Merchants FRME Stock Holding History

Allworth Financial’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 		$190K Buy
4,342
+761
+21% +$30.9K ﹤0.01% 1526
2026
Q1 		$139K Buy
3,581
+157
+5% +$6.13K ﹤0.01% 1622
2025
Q4 		$128K Buy
3,424
+324
+10% +$12K ﹤0.01% 1593
2025
Q3 		$117K Buy
3,100
+279
+10% +$11.1K ﹤0.01% 1599
2025
Q2 		$108K Buy
2,821
+6
+0.2% +$222 ﹤0.01% 1498
2025
Q1 		$103K Buy
2,815
+87
+3% +$3.62K ﹤0.01% 1221
2024
Q4 		$109K Buy
2,728
+1,991
+270% +$80.5K ﹤0.01% 1224
2024
Q3 		$27.4K Hold
737
– – ﹤0.01% 1716
2024
Q2 		$28.5K Buy
737
+10
+1% +$334 ﹤0.01% 1653
2024
Q1 		$25.4K Buy
727
+599
+468% +$20.6K ﹤0.01% 1632
2023
Q4 		$4.75K Buy
128
+40
+45% +$1.24K ﹤0.01% 2294
2023
Q3 		$2.45K Buy
88
+7
+9% +$210 ﹤0.01% 2447
2023
Q2 		$2.29K Buy
+81
New +$2.3K ﹤0.01% 2426
2023
Q1 		– Sell
-65
Closed -$2.67K – 3237
2022
Q4 		$2.67K Buy
65
+62
+2,067% +$2.62K ﹤0.01% 2132
2022
Q3 		$0 Buy
+3
New +$119 ﹤0.01% 2809
2022
Q2 		– Sell
-618
Closed -$26K – 2527
2022
Q1 		$26K Buy
618
+606
+5,050% +$26.3K ﹤0.01% 1139
2021
Q4 		$1K Buy
+12
New +$503 ﹤0.01% 1814

Other funds holding FRME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
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

Allworth Financial's FRME Position: Q2 2026 in Review

Allworth Financial increased its First Merchants (FRME) stake by 21% in Q2 2026, buying an estimated $30.9K and bringing the position to 4,342 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Allworth Financial first reported a position in FRME in Q4 2021 and has held it in 17 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Allworth Financial held 4,342 shares of First Merchants worth $190K as of Q2 2026.
  • Allworth Financial bought 761 First Merchants shares in Q2 2026, an estimated $30.9K.
  • First Merchants made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1526 holding.
  • Allworth Financial first reported a position in First Merchants in Q4 2021 and has held it in 17 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.