Connor, Clark & Lunn Investment Management (CC&L)’s First Merchants FRME Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	–	Sell	-37,025	Closed	-$1.43M	–	1689
2026 Q1	$1.43M	Buy	+37,025	New	+$1.45M	﹤0.01%	1057
2025 Q3	–	Sell	-7,047	Closed	-$270K	–	1572
2025 Q2	$270K	Buy	+7,047	New	+$261K	﹤0.01%	1374
2024 Q1	–	Sell	-10,437	Closed	-$387K	–	1582
2023 Q4	$387K	Buy	+10,437	New	+$323K	﹤0.01%	1117
2017 Q2	–	Sell	-43,100	Closed	-$1.7M	–	855
2017 Q1	$1.7M	Sell	43,100 -13,625	-24%	-$531K	0.01%	405
2016 Q4	$2.14M	Buy	+56,725	New	+$1.8M	0.01%	370

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

Connor, Clark & Lunn Investment Management (CC&L)'s FRME Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of First Merchants (FRME) in Q2 2026, closing a stake of 37,025 shares — an estimated $1.43M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in FRME in Q4 2016 and held it in 5 quarters. The position peaked at $2.14M in Q4 2016. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining First Merchants position as of Q2 2026 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 37,025 First Merchants shares in Q2 2026, an estimated $1.43M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in First Merchants in Q4 2016 and held it in 5 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s First Merchants position peaked at $2.14M in Q4 2016.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.