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Clearstead Advisors’s First Merchants FRME Stock Holding History

Clearstead 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 		$1.36K Buy
+31
New +$1.26K ﹤0.01% 2609
2026
Q1 		– Sell
-21
Closed -$788 – 2471
2025
Q4 		$788 Sell
21
-468
-96% -$17.3K ﹤0.01% 2256
2025
Q3 		$18.4K Sell
489
-5,199
-91% -$207K ﹤0.01% 1682
2025
Q2 		$218K Buy
5,688
+240
+4% +$8.88K ﹤0.01% 871
2025
Q1 		$220K Sell
5,448
-680
-11% -$28.3K ﹤0.01% 806
2024
Q4 		$244K Hold
6,128
– – ﹤0.01% 794
2024
Q3 		$228K Hold
6,128
– – ﹤0.01% 812
2024
Q2 		$204K Buy
+6,128
New +$205K ﹤0.01% 816

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

Clearstead Advisors's FRME Position: Q2 2026 in Review

Clearstead Advisors opened a new position in First Merchants (FRME) in Q2 2026: 31 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #2609 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FRME as recently as Q4 2025.

Clearstead Advisors first reported a position in FRME in Q2 2024 and has held it in 8 quarters since. The position peaked at $244K in Q4 2024. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Clearstead Advisors held 31 shares of First Merchants worth $1.36K as of Q2 2026.
  • First Merchants was a new Clearstead Advisors position in Q2 2026.
  • First Merchants made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2609 holding.
  • Clearstead Advisors first reported a position in First Merchants in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's First Merchants position peaked at $244K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.