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FRME icon

Bailard’s First Merchants FRME Stock Holding History

Bailard’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
Q1 		$879K Buy
22,700
+200
+0.9% +$7.81K 0.02% 340
2025
Q4 		$843K Buy
22,500
+2,500
+13% +$92.6K 0.02% 349
2025
Q3 		$754K Buy
+20,000
New +$798K 0.02% 394
2024
Q4 		– Sell
-20,600
Closed -$766K – 764
2024
Q3 		$766K Hold
20,600
– – 0.02% 357
2024
Q2 		$686K Sell
20,600
-1,200
-6% -$40.1K 0.02% 374
2024
Q1 		$761K Hold
21,800
– – 0.02% 351
2023
Q4 		$808K Buy
21,800
+1,400
+7% +$43.4K 0.02% 325
2023
Q3 		$568K Hold
20,400
– – 0.02% 387
2023
Q2 		$576K Buy
+20,400
New +$579K 0.02% 364
2020
Q1 		– Sell
-11,800
Closed -$491K – 496
2019
Q4 		$491K Buy
11,800
+4,500
+62% +$180K 0.03% 287
2019
Q3 		$275K Buy
+7,300
New +$273K 0.02% 417

Other funds holding FRME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bailard's FRME Position: Q1 2026 in Review

Bailard increased its First Merchants (FRME) stake by 0.89% in Q1 2026, buying an estimated $7.81K and bringing the position to 22,700 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #340.

Bailard first reported a position in FRME in Q3 2019 and has held it in 11 quarters since. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Bailard held 22,700 shares of First Merchants worth $879K as of Q1 2026.
  • Bailard bought 200 First Merchants shares in Q1 2026, an estimated $7.81K.
  • First Merchants made up 0.02% of Bailard's portfolio in Q1 2026, its #340 holding.
  • Bailard first reported a position in First Merchants in Q3 2019 and has held it in 11 quarters since.
  • 298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.