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Capital Advisors Ltd’s First Merchants FRME Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
30
– – ﹤0.01% 1227
2026
Q1 		$1K Buy
30
+26
+650% +$1.01K ﹤0.01% 1216
2025
Q4 		$0 Hold
4
– – ﹤0.01% 1423
2025
Q3 		$0 Hold
4
– – ﹤0.01% 1427
2025
Q2 		$0 Hold
4
– – ﹤0.01% 1437
2025
Q1 		$0 Hold
4
– – ﹤0.01% 1421
2024
Q4 		$0 Hold
4
– – ﹤0.01% 1448
2024
Q3 		$0 Hold
4
– – ﹤0.01% 1460
2024
Q2 		$0 Hold
4
– – ﹤0.01% 1477
2024
Q1 		$0 Hold
4
– – ﹤0.01% 1424
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1359
2023
Q3 		$0 Hold
4
– – ﹤0.01% 1350
2023
Q2 		$0 Buy
+4
New +$114 ﹤0.01% 1377

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

Capital Advisors Ltd's FRME Position: Q2 2026 in Review

Capital Advisors Ltd held its First Merchants (FRME) position steady in Q2 2026 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Capital Advisors Ltd first reported a position in FRME in Q2 2023 and has held it in 13 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Capital Advisors Ltd held 30 shares of First Merchants worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its First Merchants share count unchanged in Q2 2026.
  • First Merchants made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1227 holding.
  • Capital Advisors Ltd first reported a position in First Merchants in Q2 2023 and has held it in 13 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.