Atlas Brown’s First Merchants FRME Stock Holding History

Atlas Brown’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
2025 Q4	–	Sell	-9,364	Closed	-$353K	–	229
2025 Q3	$353K	Sell	9,364 -3,225	-26%	-$129K	0.1%	165
2025 Q2	$482K	Buy	12,589 +6,184	+97%	+$229K	0.15%	131
2025 Q1	$259K	Hold	6,405	–	–	0.09%	181
2024 Q4	$255K	Hold	6,405	–	–	0.09%	183
2024 Q3	$238K	Hold	6,405	–	–	0.08%	187
2024 Q2	$213K	Hold	6,405	–	–	0.08%	193
2024 Q1	$224K	Hold	6,405	–	–	0.08%	189
2023 Q4	$237K	Buy	+6,405	New	+$198K	0.1%	170
2023 Q2	–	Sell	-6,405	Closed	-$211K	–	183
2023 Q1	$211K	Hold	6,405	–	–	0.1%	168
2022 Q4	$263K	Hold	6,405	–	–	0.13%	149
2022 Q3	$248K	Hold	6,405	–	–	0.13%	147
2022 Q2	$228K	Hold	6,405	–	–	0.11%	159
2022 Q1	$266K	Hold	6,405	–	–	0.11%	156
2021 Q4	$268K	Hold	6,405	–	–	0.1%	158
2021 Q3	$268K	Hold	6,405	–	–	0.12%	149
2021 Q2	$267K	Hold	6,405	–	–	0.12%	153
2021 Q1	$298K	Sell	6,405 -6,640	-51%	-$286K	0.14%	140
2020 Q4	$488K	Sell	13,045 -1,810	-12%	-$56.2K	0.25%	108
2020 Q3	$344K	Hold	14,855	–	–	0.2%	117
2020 Q2	$410K	Hold	14,855	–	–	0.26%	104
2020 Q1	$394K	Hold	14,855	–	–	0.31%	92
2019 Q4	$618K	Buy	14,855 +1,498	+11%	+$59.8K	0.39%	74
2019 Q3	$503K	Hold	13,357	–	–	0.36%	80
2019 Q2	$506K	Hold	13,357	–	–	0.35%	79
2019 Q1	$492K	Hold	13,357	–	–	0.35%	83
2018 Q4	$458K	Hold	13,357	–	–	0.35%	79
2018 Q3	$601K	Hold	13,357	–	–	0.37%	78
2018 Q2	$638K	Hold	13,357	–	–	0.15%	72
2018 Q1	$557K	Hold	13,357	–	–	0.1%	80
2017 Q4	$583K	Buy	+13,357	New	+$570K	0.1%	81

Other funds holding FRME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atlas Brown's FRME Position: Q4 2025 in Review

Atlas Brown sold out of First Merchants (FRME) in Q4 2025, closing a stake of 9,364 shares — an estimated $353K sold.

Atlas Brown first reported a position in FRME in Q4 2017 and held it in 30 quarters. The position peaked at $638K in Q2 2018. 281 funds tracked by Wall St. Rank hold FRME as of Q4 2025.

Atlas Brown reported no remaining First Merchants position as of Q4 2025 after selling out during the quarter.
Atlas Brown sold 9,364 First Merchants shares in Q4 2025, an estimated $353K.
Atlas Brown first reported a position in First Merchants in Q4 2017 and held it in 30 quarters.
Atlas Brown's First Merchants position peaked at $638K in Q2 2018.
281 funds tracked by Wall St. Rank held First Merchants as of Q4 2025.

Based on Atlas Brown's 13F filing for Q4 2025, filed 9 Jan 2026.