BCGM Wealth Management’s First Merchants FRME Stock Holding History

BCGM 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	$989K	Sell	22,645 -48	-0.2%	-$1.95K	0.21%	90
2026 Q1	$879K	Buy	22,693 +6	+0%	+$234	0.22%	87
2025 Q4	$850K	Buy	22,687 +7	+0%	+$259	0.22%	85
2025 Q3	$855K	Buy	22,680 +6	+0%	+$239	0.22%	85
2025 Q2	$868K	Buy	22,674 +6	+0%	+$222	0.24%	80
2025 Q1	$917K	Buy	22,668 +6	+0%	+$250	0.28%	75
2024 Q4	$904K	Buy	22,662 +6	+0%	+$243	0.29%	77
2024 Q3	$843K	Buy	22,656 +6	+0%	+$222	0.27%	73
2024 Q2	$754K	Buy	22,650 +7	+0%	+$234	0.26%	77
2024 Q1	$790K	Buy	22,643 +6	+0%	+$206	0.28%	69
2023 Q4	$839K	Sell	22,637 -1,019	-4%	-$31.6K	0.34%	60
2023 Q3	$658K	Hold	23,656	–	–	0.3%	63
2023 Q2	$668K	Buy	23,656 +642	+3%	+$18.2K	0.29%	61
2023 Q1	$758K	Sell	23,014 -608	-3%	-$24.1K	0.38%	57
2022 Q4	$971K	Sell	23,622 -27	-0.1%	-$1.14K	0.47%	47
2022 Q3	$1.02M	Buy	23,649 +8	+0%	+$317	0.51%	42
2022 Q2	$982K	Buy	23,641 +9	+0%	+$354	0.5%	43
2022 Q1	$926K	Buy	23,632 +6	+0%	+$261	0.5%	46
2021 Q4	$990K	Buy	+23,626	New	+$990K	0.53%	46

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

BCGM Wealth Management's FRME Position: Q2 2026 in Review

BCGM Wealth Management reduced its First Merchants (FRME) stake by 0.21% in Q2 2026, selling an estimated $1.95K and leaving 22,645 shares worth $989K. The position accounts for 0.21% of the portfolio, ranked #90.

BCGM Wealth Management first reported a position in FRME in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q3 2022. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

BCGM Wealth Management held 22,645 shares of First Merchants worth $989K as of Q2 2026.
BCGM Wealth Management sold 48 First Merchants shares in Q2 2026, an estimated $1.95K.
First Merchants made up 0.21% of BCGM Wealth Management's portfolio in Q2 2026, its #90 holding.
BCGM Wealth Management first reported a position in First Merchants in Q4 2021 and has held it in 19 quarters since.
BCGM Wealth Management's First Merchants position peaked at $1.02M in Q3 2022.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.