CX Institutional’s First Merchants FRME Stock Holding History

CX Institutional’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	$16K	Buy	412 +4	+1%	+$169	﹤0.01%	1270
2026 Q2	$18K	Buy	408 +3	+0.7%	+$122	﹤0.01%	1193
2026 Q1	$16K	Buy	405 +4	+1%	+$156	﹤0.01%	1181
2025 Q4	$15K	Buy	401 +4	+1%	+$148	﹤0.01%	1134
2025 Q3	$15K	Hold	397	–	–	﹤0.01%	1134
2025 Q2	$15K	Hold	397	–	–	﹤0.01%	995
2025 Q1	$16K	Buy	+397	New	+$16.5K	﹤0.01%	968
2022 Q3	–	Sell	-284	Closed	-$10K	–	714
2022 Q2	$10K	Buy	+284	New	+$11.2K	﹤0.01%	948
2021 Q4	–	Sell	-284	Closed	-$12K	–	552
2021 Q3	$12K	Hold	284	–	–	﹤0.01%	808
2021 Q2	$12K	Hold	284	–	–	﹤0.01%	815
2021 Q1	$13K	Hold	284	–	–	﹤0.01%	734
2020 Q4	$11K	Sell	284 -113	-28%	-$3.51K	﹤0.01%	715
2020 Q3	$9K	Buy	397 +112	+39%	+$2.8K	﹤0.01%	683
2020 Q2	$8K	Buy	285 +3	+1%	+$80	﹤0.01%	596
2020 Q1	$7K	Buy	282 +3	+1%	+$109	﹤0.01%	502
2019 Q4	$12K	Buy	279 +1	+0.4%	+$40	﹤0.01%	410
2019 Q3	$10K	Buy	278 +2	+0.7%	+$75	﹤0.01%	460
2019 Q2	$10K	Buy	276 +2	+0.7%	+$73	﹤0.01%	490
2019 Q1	$10K	Sell	274 -1,958	-88%	-$75K	﹤0.01%	457
2018 Q4	$77K	Buy	+2,232	New	+$90.6K	0.02%	222

Other funds holding FRME

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 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

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

CX Institutional's FRME Position: Q3 2026 in Review

CX Institutional increased its First Merchants (FRME) stake by 0.98% in Q3 2026, buying an estimated $169 and bringing the position to 412 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

CX Institutional first reported a position in FRME in Q4 2018 and has held it in 20 quarters since. The position peaked at $77K in Q4 2018. 47 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

CX Institutional held 412 shares of First Merchants worth $16K as of Q3 2026.
CX Institutional bought 4 First Merchants shares in Q3 2026, an estimated $169.
First Merchants made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1270 holding.
CX Institutional first reported a position in First Merchants in Q4 2018 and has held it in 20 quarters since.
CX Institutional's First Merchants position peaked at $77K in Q4 2018.
47 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.