Cranbrook Wealth Management’s First Merchants FRME Stock Holding History

Cranbrook Wealth Management’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	$378K	Buy	9,498 +1,791	+23%	+$75.8K	0.07%	101
2026 Q2	$337K	Hold	7,707	–	–	0.06%	108
2026 Q1	$298K	Hold	7,707	–	–	0.06%	108
2025 Q4	$289K	Hold	7,707	–	–	0.06%	105
2025 Q3	$291K	Sell	7,707 -3,744	-33%	-$149K	0.06%	104
2025 Q2	$439K	Hold	11,451	–	–	0.09%	83
2025 Q1	$463K	Hold	11,451	–	–	0.11%	77
2024 Q4	$457K	Hold	11,451	–	–	0.11%	82
2024 Q3	$426K	Hold	11,451	–	–	0.1%	91
2024 Q2	$381K	Hold	11,451	–	–	0.09%	85
2024 Q1	$400K	Buy	11,451 +10,750	+1,534%	+$369K	0.1%	78
2023 Q4	$26K	Hold	701	–	–	0.01%	184
2023 Q3	$19.5K	Hold	701	–	–	0.01%	188
2023 Q2	$19.8K	Hold	701	–	–	0.01%	196
2023 Q1	$23.1K	Hold	701	–	–	0.01%	193
2022 Q4	$28.8K	Hold	701	–	–	0.01%	181
2022 Q3	$27K	Hold	701	–	–	0.01%	200
2022 Q2	$25K	Hold	701	–	–	0.01%	205
2022 Q1	$29K	Hold	701	–	–	0.01%	221
2021 Q4	$29K	Hold	701	–	–	0.01%	216
2021 Q3	$29K	Hold	701	–	–	0.01%	221
2021 Q2	$29K	Hold	701	–	–	0.01%	218
2021 Q1	$33K	Hold	701	–	–	0.01%	214
2020 Q4	$26K	Sell	701 -1,417	-67%	-$44K	0.01%	191
2020 Q3	$49K	Hold	2,118	–	–	0.01%	143
2020 Q2	$58K	Hold	2,118	–	–	0.02%	131
2020 Q1	$56K	Hold	2,118	–	–	0.02%	127
2019 Q4	$88K	Hold	2,118	–	–	0.02%	114
2019 Q3	$80K	Buy	+2,118	New	+$79.1K	0.02%	116

Other funds holding FRME

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BridgePort Financial Solutions Fairfield, Iowa $429M AUM 16.16% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cranbrook Wealth Management's FRME Position: Q3 2026 in Review

Cranbrook Wealth Management increased its First Merchants (FRME) stake by 23% in Q3 2026, buying an estimated $75.8K and bringing the position to 9,498 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #101.

Cranbrook Wealth Management first reported a position in FRME in Q3 2019 and has held it in 29 quarters since. The position peaked at $463K in Q1 2025. 83 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

Cranbrook Wealth Management held 9,498 shares of First Merchants worth $378K as of Q3 2026.
Cranbrook Wealth Management bought 1,791 First Merchants shares in Q3 2026, an estimated $75.8K.
First Merchants made up 0.07% of Cranbrook Wealth Management's portfolio in Q3 2026, its #101 holding.
Cranbrook Wealth Management first reported a position in First Merchants in Q3 2019 and has held it in 29 quarters since.
Cranbrook Wealth Management's First Merchants position peaked at $463K in Q1 2025.
83 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.