Covestor
FRME icon

Covestor’s First Merchants FRME Stock Holding History

Covestor’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
Q3 		$16K Sell
384
-376
-49% -$15.9K 0.01% 1196
2026
Q2 		$33K Buy
760
+82
+12% +$3.33K 0.02% 977
2026
Q1 		$26K Sell
678
-364
-35% -$14.2K 0.02% 1007
2025
Q4 		$39K Buy
1,042
+425
+69% +$15.7K 0.02% 999
2025
Q3 		$23K Buy
617
+121
+24% +$4.83K 0.01% 1219
2025
Q2 		$19K Buy
496
+225
+83% +$8.33K 0.01% 1264
2025
Q1 		$11K Sell
271
-428
-61% -$17.8K 0.01% 1436
2024
Q4 		$28K Buy
699
+12
+2% +$485 0.02% 1061
2024
Q3 		$26K Buy
687
+104
+18% +$3.85K 0.02% 1117
2024
Q2 		$19K Buy
583
+258
+79% +$8.62K 0.01% 1218
2024
Q1 		$11K Sell
325
-1,479
-82% -$50.8K 0.01% 1505
2023
Q4 		$67K Sell
1,804
-328
-15% -$10.2K 0.05% 721
2023
Q3 		$59K Sell
2,132
-6
-0.3% -$180 0.04% 686
2023
Q2 		$60K Buy
2,138
+651
+44% +$18.5K 0.05% 704
2023
Q1 		$49K Buy
1,487
+976
+191% +$38.7K 0.04% 718
2022
Q4 		$21K Buy
511
+495
+3,094% +$20.9K 0.02% 1017
2022
Q3 		$1K Sell
16
-27
-63% -$1.07K ﹤0.01% 1800
2022
Q2 		$2K Sell
43
-21
-33% -$827 ﹤0.01% 1609
2022
Q1 		$3K Buy
64
+42
+191% +$1.82K ﹤0.01% 1603
2021
Q4 		$1K Buy
+22
New +$922 ﹤0.01% 1753

Other funds holding FRME

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Covestor's FRME Position: Q3 2026 in Review

Covestor reduced its First Merchants (FRME) stake by 49% in Q3 2026, selling an estimated $15.9K and leaving 384 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #1196.

Covestor first reported a position in FRME in Q4 2021 and has held it in 20 quarters since. The position peaked at $67K in Q4 2023. 236 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

  • Covestor held 384 shares of First Merchants worth $16K as of Q3 2026.
  • Covestor sold 376 First Merchants shares in Q3 2026, an estimated $15.9K.
  • First Merchants made up 0.01% of Covestor's portfolio in Q3 2026, its #1196 holding.
  • Covestor first reported a position in First Merchants in Q4 2021 and has held it in 20 quarters since.
  • Covestor's First Merchants position peaked at $67K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.