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Cornerstone Planning Group’s First Merchants FRME Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-54
Closed -$2K – 1589
2025
Q1 		$2K Hold
54
– – ﹤0.01% 986
2024
Q4 		$2.21K Buy
54
+1
+2% +$40 ﹤0.01% 772
2024
Q3 		$1.98K Hold
53
– – ﹤0.01% 777
2024
Q2 		$1.89K Hold
53
– – ﹤0.01% 786
2024
Q1 		$1.81K Buy
53
+1
+2% +$34 ﹤0.01% 677
2023
Q4 		$1.92K Buy
52
+1
+2% +$31 ﹤0.01% 646
2023
Q3 		$1.43K Hold
51
– – ﹤0.01% 727
2023
Q2 		$1.45K Buy
+51
New +$1.45K ﹤0.01% 1260
2022
Q4 		$2.01K Buy
+50
New +$2.11K ﹤0.01% 1176

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Cornerstone Planning Group's FRME Position: Q2 2025 in Review

Cornerstone Planning Group sold out of First Merchants (FRME) in Q2 2025, closing a stake of 54 shares — an estimated $2K sold.

Cornerstone Planning Group first reported a position in FRME in Q4 2022 and held it in 9 quarters. The position peaked at $2.21K in Q4 2024. 278 funds tracked by Wall St. Rank hold FRME as of Q2 2025.

  • Cornerstone Planning Group reported no remaining First Merchants position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 54 First Merchants shares in Q2 2025, an estimated $2K.
  • Cornerstone Planning Group first reported a position in First Merchants in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's First Merchants position peaked at $2.21K in Q4 2024.
  • 278 funds tracked by Wall St. Rank held First Merchants as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.