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Convergence Investment Partners’s First Merchants FRME Stock Holding History

Convergence Investment 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
Q1 		– Sell
-25,259
Closed -$947K – 255
2025
Q4 		$947K Buy
+25,259
New +$936K 0.19% 170
2017
Q3 		– Sell
-36,089
Closed -$1.45M – 349
2017
Q2 		$1.45M Buy
36,089
+19,027
+112% +$768K 0.21% 186
2017
Q1 		$671K Buy
+17,062
New +$665K 0.09% 281

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Convergence Investment Partners's FRME Position: Q1 2026 in Review

Convergence Investment Partners sold out of First Merchants (FRME) in Q1 2026, closing a stake of 25,259 shares — an estimated $947K sold.

Convergence Investment Partners first reported a position in FRME in Q1 2017 and held it in 3 quarters. The position peaked at $1.45M in Q2 2017. 300 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Convergence Investment Partners reported no remaining First Merchants position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 25,259 First Merchants shares in Q1 2026, an estimated $947K.
  • Convergence Investment Partners first reported a position in First Merchants in Q1 2017 and held it in 3 quarters.
  • Convergence Investment Partners's First Merchants position peaked at $1.45M in Q2 2017.
  • 300 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.