Cerity Partners
FRME icon

Cerity Partners’s First Merchants FRME Stock Holding History

Cerity Partners’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 		$3.5M Buy
80,081
+1,916
+2% +$77.8K ﹤0.01% 1283
2026
Q1 		$3.03M Buy
78,165
+65,872
+536% +$2.57M ﹤0.01% 1251
2025
Q4 		$461K Sell
12,293
-350
-3% -$13K ﹤0.01% 2162
2025
Q3 		$477K Buy
12,643
+7,348
+139% +$293K ﹤0.01% 2004
2025
Q2 		$203K Buy
+5,295
New +$196K ﹤0.01% 2352

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

Cerity Partners's FRME Position: Q2 2026 in Review

Cerity Partners increased its First Merchants (FRME) stake by 2.5% in Q2 2026, buying an estimated $77.8K and bringing the position to 80,081 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Cerity Partners first reported a position in FRME in Q2 2025 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Cerity Partners held 80,081 shares of First Merchants worth $3.5M as of Q2 2026.
  • Cerity Partners bought 1,916 First Merchants shares in Q2 2026, an estimated $77.8K.
  • First Merchants made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1283 holding.
  • Cerity Partners first reported a position in First Merchants in Q2 2025 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.