Arax Advisory Partners’s First Merchants FRME Stock Holding History

Arax Advisory Partners’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	$365K	Buy	8,354 +5,984	+252%	+$243K	﹤0.01%	1845
2026 Q1	$91.8K	Buy	2,370 +174	+8%	+$6.79K	﹤0.01%	1432
2025 Q4	$82.3K	Sell	2,196 -17,557	-89%	-$650K	﹤0.01%	1404
2025 Q3	$745K	Buy	19,753 +19,724	+68,014%	+$787K	0.01%	757
2025 Q2	$224K	Buy	+29	New	+$1.07K	0.01%	613
2025 Q1	–	Sell	-186	Closed	-$7.42K	–	2818
2024 Q4	$7.42K	Hold	186	–	–	﹤0.01%	1594
2024 Q3	$6.92K	Hold	186	–	–	﹤0.01%	1566
2024 Q2	$6.19K	Buy	+186	New	+$6.22K	﹤0.01%	1496
2023 Q4	–	Sell	-34	Closed	-$940	–	1373
2023 Q3	$940	Buy	34 +1	+3%	+$30	﹤0.01%	1146
2023 Q2	$943	Buy	+33	New	+$936	﹤0.01%	1120
2022 Q4	–	Sell	-25	Closed	-$1K	–	1296
2022 Q3	$1K	Buy	+25	New	+$992	﹤0.01%	1071

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

Arax Advisory Partners's FRME Position: Q2 2026 in Review

Arax Advisory Partners increased its First Merchants (FRME) stake by 252% in Q2 2026, buying an estimated $243K and bringing the position to 8,354 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Arax Advisory Partners first reported a position in FRME in Q3 2022 and has held it in 11 quarters since. The position peaked at $745K in Q3 2025. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Arax Advisory Partners held 8,354 shares of First Merchants worth $365K as of Q2 2026.
Arax Advisory Partners bought 5,984 First Merchants shares in Q2 2026, an estimated $243K.
First Merchants made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1845 holding.
Arax Advisory Partners first reported a position in First Merchants in Q3 2022 and has held it in 11 quarters since.
Arax Advisory Partners's First Merchants position peaked at $745K in Q3 2025.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.