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CVA Family Office’s First Merchants FRME Stock Holding History

CVA Family Office’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 		$2.36K Sell
54
-29
-35% -$1.18K ﹤0.01% 1486
2026
Q1 		$3.21K Buy
+83
New +$3.24K ﹤0.01% 1389

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

CVA Family Office's FRME Position: Q2 2026 in Review

CVA Family Office reduced its First Merchants (FRME) stake by 35% in Q2 2026, selling an estimated $1.18K and leaving 54 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

CVA Family Office first reported a position in FRME in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.21K in Q1 2026. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • CVA Family Office held 54 shares of First Merchants worth $2.36K as of Q2 2026.
  • CVA Family Office sold 29 First Merchants shares in Q2 2026, an estimated $1.18K.
  • First Merchants made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1486 holding.
  • CVA Family Office first reported a position in First Merchants in Q1 2026 and has held it in 2 quarters since.
  • CVA Family Office's First Merchants position peaked at $3.21K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.