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Bay Harbor Wealth Management’s First Merchants FRME Stock Holding History

Bay Harbor Wealth Management’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 		$524 Buy
12
+2
+20% +$81 ﹤0.01% 1054
2026
Q1 		$387 Buy
10
+4
+67% +$156 ﹤0.01% 1054
2025
Q4 		$224 Buy
6
+1
+20% +$37 ﹤0.01% 1097
2025
Q3 		$188 Hold
5
– – ﹤0.01% 1046
2025
Q2 		$191 Buy
5
+2
+67% +$74 ﹤0.01% 931
2025
Q1 		$121 Buy
+3
New +$125 ﹤0.01% 825

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

Bay Harbor Wealth Management's FRME Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its First Merchants (FRME) stake by 20% in Q2 2026, buying an estimated $81 and bringing the position to 12 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Bay Harbor Wealth Management first reported a position in FRME in Q1 2025 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Bay Harbor Wealth Management held 12 shares of First Merchants worth $524 as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 First Merchants shares in Q2 2026, an estimated $81.
  • First Merchants made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1054 holding.
  • Bay Harbor Wealth Management first reported a position in First Merchants in Q1 2025 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.