Bell Investment Advisors’s First Merchants FRME Stock Holding History

Bell Investment Advisors’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	$2.8K	Buy	64 +12	+23%	+$487	﹤0.01%	1217
2026 Q1	$2.01K	Hold	52	–	–	﹤0.01%	1333
2025 Q4	$1.95K	Buy	52 +15	+41%	+$556	﹤0.01%	1363
2025 Q3	$1.4K	Hold	37	–	–	﹤0.01%	1456
2025 Q2	$1.42K	Hold	37	–	–	﹤0.01%	1477
2025 Q1	$1.5K	Hold	37	–	–	﹤0.01%	1417
2024 Q4	$1.48K	Hold	37	–	–	﹤0.01%	1446
2024 Q3	$1.38K	Hold	37	–	–	﹤0.01%	1490
2024 Q2	$1.23K	Hold	37	–	–	﹤0.01%	1544
2024 Q1	$1.29K	Hold	37	–	–	﹤0.01%	1521
2023 Q4	$1.37K	Sell	37 -19	-34%	-$589	﹤0.01%	1477
2023 Q3	$1.56K	Sell	56 -15	-21%	-$449	﹤0.01%	1392
2023 Q2	$2K	Buy	71 +56	+373%	+$1.59K	﹤0.01%	1299
2023 Q1	$495	Buy	+15	New	+$594	﹤0.01%	1837
2021 Q4	$1K	Buy	+12	New	+$503	﹤0.01%	1441

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

Bell Investment Advisors's FRME Position: Q2 2026 in Review

Bell Investment Advisors increased its First Merchants (FRME) stake by 23% in Q2 2026, buying an estimated $487 and bringing the position to 64 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Bell Investment Advisors first reported a position in FRME in Q4 2021 and has held it in 15 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Bell Investment Advisors held 64 shares of First Merchants worth $2.8K as of Q2 2026.
Bell Investment Advisors bought 12 First Merchants shares in Q2 2026, an estimated $487.
First Merchants made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1217 holding.
Bell Investment Advisors first reported a position in First Merchants in Q4 2021 and has held it in 15 quarters since.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.