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Bare Financial Services’s First Merchants FRME Stock Holding History

Bare Financial Services’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 		$5.81K Buy
133
+92
+224% +$3.74K ﹤0.01% 792
2026
Q1 		$1.59K Sell
41
-2
-5% -$78 ﹤0.01% 1059
2025
Q4 		$1.61K Buy
+43
New +$1.59K ﹤0.01% 940

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

Bare Financial Services's FRME Position: Q2 2026 in Review

Bare Financial Services increased its First Merchants (FRME) stake by 224% in Q2 2026, buying an estimated $3.74K and bringing the position to 133 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Bare Financial Services first reported a position in FRME in Q4 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Bare Financial Services held 133 shares of First Merchants worth $5.81K as of Q2 2026.
  • Bare Financial Services bought 92 First Merchants shares in Q2 2026, an estimated $3.74K.
  • First Merchants made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #792 holding.
  • Bare Financial Services first reported a position in First Merchants in Q4 2025 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.