C
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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Covestor's FRME Position: Q1 2026 in Review

Covestor reduced its First Merchants (FRME) stake by 35% in Q1 2026, selling an estimated $14.2K and leaving 678 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #1007.

Covestor first reported a position in FRME in Q4 2021 and has held it in 18 quarters since. The position peaked at $67K in Q4 2023. 299 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Covestor held 678 shares of First Merchants worth $26K as of Q1 2026.
  • Covestor sold 364 First Merchants shares in Q1 2026, an estimated $14.2K.
  • First Merchants made up 0.02% of Covestor's portfolio in Q1 2026, its #1007 holding.
  • Covestor first reported a position in First Merchants in Q4 2021 and has held it in 18 quarters since.
  • Covestor's First Merchants position peaked at $67K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.