Creative Planning’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
Other funds holding FRME
SFM
Creative Planning's FRME Position: Q2 2026 in Review
Creative Planning increased its First Merchants (FRME) stake by 41% in Q2 2026, buying an estimated $1.7M and bringing the position to 145,215 shares worth $6.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1217.
Creative Planning first reported a position in FRME in Q1 2014 and has held it in 18 quarters since. 309 funds tracked by Wall St. Rank hold FRME as of Q2 2026.
- Creative Planning held 145,215 shares of First Merchants worth $6.34M as of Q2 2026.
- Creative Planning bought 41,922 First Merchants shares in Q2 2026, an estimated $1.7M.
- First Merchants made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1217 holding.
- Creative Planning first reported a position in First Merchants in Q1 2014 and has held it in 18 quarters since.
- 309 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.