Corient Private Wealth
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Corient Private Wealth’s First Merchants FRME Stock Holding History

Corient Private Wealth’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 		$399K Buy
+9,137
New +$371K ﹤0.01% 2389
2025
Q4 		– Sell
-19,275
Closed -$727K – 2690
2025
Q3 		$727K Sell
19,275
-59,283
-75% -$2.36M ﹤0.01% 1588
2025
Q2 		$3.01M Sell
78,558
-51
-0.1% -$1.89K ﹤0.01% 873
2025
Q1 		$3.18M Buy
78,609
+11
+0% +$458 0.01% 820
2024
Q4 		$3.14M Buy
78,598
+67,734
+623% +$2.74M 0.01% 841
2024
Q3 		$404K Sell
10,864
-72,781
-87% -$2.69M ﹤0.01% 1859
2024
Q2 		$2.78M Buy
83,645
+58
+0.1% +$1.94K ﹤0.01% 896
2024
Q1 		$2.92M Buy
83,587
+280
+0.3% +$9.62K 0.01% 860
2023
Q4 		$3.09M Buy
83,307
+56,406
+210% +$1.75M 0.01% 839
2023
Q3 		$748K Buy
26,901
+25
+0.1% +$749 ﹤0.01% 1291
2023
Q2 		$759K Buy
26,876
+9,738
+57% +$276K ﹤0.01% 1260
2023
Q1 		$565K Sell
17,138
-51,557
-75% -$2.04M ﹤0.01% 1320
2022
Q4 		$2.82M Buy
+68,695
New +$2.9M 0.01% 625

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

Corient Private Wealth's FRME Position: Q2 2026 in Review

Corient Private Wealth opened a new position in First Merchants (FRME) in Q2 2026: 9,137 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #2389 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in FRME as recently as Q3 2025.

Corient Private Wealth first reported a position in FRME in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.18M in Q1 2025. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Corient Private Wealth held 9,137 shares of First Merchants worth $399K as of Q2 2026.
  • First Merchants was a new Corient Private Wealth position in Q2 2026.
  • First Merchants made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2389 holding.
  • Corient Private Wealth first reported a position in First Merchants in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's First Merchants position peaked at $3.18M in Q1 2025.
  • 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.