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Dogwood Wealth Management’s First Merchants FRME Stock Holding History

Dogwood Wealth Management’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
Q1 		– Sell
-62
Closed -$2.32K – 881
2025
Q4 		$2.32K Buy
+62
New +$2.3K ﹤0.01% 540

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 $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dogwood Wealth Management's FRME Position: Q1 2026 in Review

Dogwood Wealth Management sold out of First Merchants (FRME) in Q1 2026, closing a stake of 62 shares — an estimated $2.32K sold.

Dogwood Wealth Management first reported a position in FRME in Q4 2025 and held it in 1 quarter. The position peaked at $2.32K in Q4 2025. 299 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Dogwood Wealth Management reported no remaining First Merchants position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 62 First Merchants shares in Q1 2026, an estimated $2.32K.
  • Dogwood Wealth Management first reported a position in First Merchants in Q4 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's First Merchants position peaked at $2.32K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.