DiNuzzo Private Wealth’s First Merchants FRME Stock Holding History

DiNuzzo Private 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	$525	Hold	12	–	–	﹤0.01%	1090
2026 Q1	$465	Hold	12	–	–	﹤0.01%	1097
2025 Q4	$450	Hold	12	–	–	﹤0.01%	1112
2025 Q3	$499	Hold	12	–	–	﹤0.01%	1090
2025 Q2	$460	Hold	12	–	–	﹤0.01%	1095
2025 Q1	$486	Hold	12	–	–	﹤0.01%	1057
2024 Q4	$479	Hold	12	–	–	﹤0.01%	1095
2024 Q3	$447	Buy	12 +1	+9%	+$37	﹤0.01%	1135
2024 Q2	$367	Buy	11 +1	+10%	+$33	﹤0.01%	1133
2024 Q1	$349	Hold	10	–	–	﹤0.01%	1089
2023 Q4	$371	Buy	+10	New	+$310	﹤0.01%	1074

Other funds holding FRME

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

DiNuzzo Private Wealth's FRME Position: Q2 2026 in Review

DiNuzzo Private Wealth held its First Merchants (FRME) position steady in Q2 2026 at 12 shares worth $525. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

DiNuzzo Private Wealth first reported a position in FRME in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

DiNuzzo Private Wealth held 12 shares of First Merchants worth $525 as of Q2 2026.
DiNuzzo Private Wealth left its First Merchants share count unchanged in Q2 2026.
First Merchants made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1090 holding.
DiNuzzo Private Wealth first reported a position in First Merchants in Q4 2023 and has held it in 11 quarters since.
68 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.