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 Q2	$79K	Hold	1,800	–	–	﹤0.01%	902
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 $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

Capital Analysts LLC's FRME Position: Q2 2026 in Review

Capital Analysts LLC held its First Merchants (FRME) position steady in Q2 2026 at 1,800 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Capital Analysts LLC first reported a position in FRME in Q4 2022 and has held it in 15 quarters since. 309 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Capital Analysts LLC held 1,800 shares of First Merchants worth $79K as of Q2 2026.
Capital Analysts LLC left its First Merchants share count unchanged in Q2 2026.
First Merchants made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #902 holding.
Capital Analysts LLC first reported a position in First Merchants in Q4 2022 and has held it in 15 quarters since.
309 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.