CW
FRME icon

Curio Wealth’s First Merchants FRME Stock Holding History

Curio Wealth’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
Q2 		– Sell
-1
Closed -$39 – 473
2026
Q1 		$39 Buy
+1
New +$39 ﹤0.01% 1165

Other funds holding FRME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Curio Wealth's FRME Position: Q2 2026 in Review

Curio Wealth sold out of First Merchants (FRME) in Q2 2026, closing a stake of 1 share — an estimated $39 sold.

Curio Wealth first reported a position in FRME in Q1 2026 and held it in 1 quarter. The position peaked at $39 in Q1 2026. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Curio Wealth reported no remaining First Merchants position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 First Merchants share in Q2 2026, an estimated $39.
  • Curio Wealth first reported a position in First Merchants in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's First Merchants position peaked at $39 in Q1 2026.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.