Capital Analysts LLC’s First Merchants FRME Stock Holding History

Capital Analysts LLC’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 Q1	$70K	Hold	1,800	–	–	﹤0.01%	873
2025 Q4	$67K	Hold	1,800	–	–	﹤0.01%	856
2025 Q3	$68K	Hold	1,800	–	–	﹤0.01%	820
2025 Q2	$69K	Hold	1,800	–	–	﹤0.01%	749
2025 Q1	$73K	Hold	1,800	–	–	﹤0.01%	712
2024 Q4	$72K	Hold	1,800	–	–	﹤0.01%	684
2024 Q3	$67K	Hold	1,800	–	–	﹤0.01%	665
2024 Q2	$60K	Hold	1,800	–	–	﹤0.01%	669
2024 Q1	$63K	Hold	1,800	–	–	﹤0.01%	613
2023 Q4	$67K	Hold	1,800	–	–	﹤0.01%	596
2023 Q3	$50K	Hold	1,800	–	–	﹤0.01%	604
2023 Q2	$51K	Hold	1,800	–	–	﹤0.01%	578
2023 Q1	$59K	Hold	1,800	–	–	﹤0.01%	565
2022 Q4	$74K	Buy	+1,800	New	+$76.1K	﹤0.01%	554

Other funds holding FRME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Analysts LLC's FRME Position: Q1 2026 in Review

Capital Analysts LLC held its First Merchants (FRME) position steady in Q1 2026 at 1,800 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Capital Analysts LLC first reported a position in FRME in Q4 2022 and has held it in 14 quarters since. The position peaked at $74K in Q4 2022. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

Capital Analysts LLC held 1,800 shares of First Merchants worth $70K as of Q1 2026.
Capital Analysts LLC left its First Merchants share count unchanged in Q1 2026.
First Merchants made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #873 holding.
Capital Analysts LLC first reported a position in First Merchants in Q4 2022 and has held it in 14 quarters since.
Capital Analysts LLC's First Merchants position peaked at $74K in Q4 2022.
298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.