Cary Street Partners Investment Advisory’s First Merchants FRME Stock Holding History

Cary Street Partners Investment Advisory’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	$3.5K	Buy	80 +37	+86%	+$1.5K	﹤0.01%	720
2026 Q1	$1.67K	Buy	43 +3	+8%	+$117	﹤0.01%	670
2025 Q4	$1.5K	Buy	40 +6	+18%	+$222	﹤0.01%	671
2025 Q3	$1.28K	Sell	34 -14	-29%	-$558	﹤0.01%	597
2025 Q2	$1.84K	Sell	48 -34	-41%	-$1.26K	﹤0.01%	569
2025 Q1	$3.32K	Buy	82 +57	+228%	+$2.37K	﹤0.01%	523
2024 Q4	$997	Buy	+25	New	+$1.01K	﹤0.01%	498

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $28.9B AUM 44.1% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's FRME Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its First Merchants (FRME) stake by 86% in Q2 2026, buying an estimated $1.5K and bringing the position to 80 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Cary Street Partners Investment Advisory first reported a position in FRME in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Cary Street Partners Investment Advisory held 80 shares of First Merchants worth $3.5K as of Q2 2026.
Cary Street Partners Investment Advisory bought 37 First Merchants shares in Q2 2026, an estimated $1.5K.
First Merchants made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #720 holding.
Cary Street Partners Investment Advisory first reported a position in First Merchants in Q4 2024 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.