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
2025
Q4 		– Sell
-19,275
Closed -$727K – 2753
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corient Private Wealth's FRME Position: Q4 2025 in Review

Corient Private Wealth sold out of First Merchants (FRME) in Q4 2025, closing a stake of 19,275 shares — an estimated $727K sold.

Corient Private Wealth first reported a position in FRME in Q4 2022 and held it in 12 quarters. The position peaked at $3.18M in Q1 2025. 281 funds tracked by Wall St. Rank hold FRME as of Q4 2025.

  • Corient Private Wealth reported no remaining First Merchants position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 19,275 First Merchants shares in Q4 2025, an estimated $727K.
  • Corient Private Wealth first reported a position in First Merchants in Q4 2022 and held it in 12 quarters.
  • Corient Private Wealth's First Merchants position peaked at $3.18M in Q1 2025.
  • 281 funds tracked by Wall St. Rank held First Merchants as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.