Capstone Investment Advisors
FRME icon

Capstone Investment Advisors’s First Merchants FRME Stock Holding History

Capstone 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 		$490K Buy
11,210
+5,262
+88% +$214K ﹤0.01% 1247
2026
Q1 		$230K Buy
+5,948
New +$232K ﹤0.01% 1479

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

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

Capstone Investment Advisors increased its First Merchants (FRME) stake by 88% in Q2 2026, buying an estimated $214K and bringing the position to 11,210 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Capstone Investment Advisors first reported a position in FRME in Q1 2026 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Capstone Investment Advisors held 11,210 shares of First Merchants worth $490K as of Q2 2026.
  • Capstone Investment Advisors bought 5,262 First Merchants shares in Q2 2026, an estimated $214K.
  • First Merchants made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1247 holding.
  • Capstone Investment Advisors first reported a position in First Merchants in Q1 2026 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.