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Edgestream Partners’s First Merchants FRME Stock Holding History

Edgestream Partners’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 		$865K Buy
+22,324
New +$872K 0.03% 658
2025
Q4 		– Sell
-46,955
Closed -$1.77M – 1020
2025
Q3 		$1.77M Sell
46,955
-112,536
-71% -$4.49M 0.05% 553
2025
Q2 		$6.11M Buy
+159,491
New +$5.9M 0.17% 238
2025
Q1 		– Sell
-40,126
Closed -$1.6M – 912
2024
Q4 		$1.6M Buy
+40,126
New +$1.62M 0.07% 444

Other funds holding FRME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Edgestream Partners's FRME Position: Q1 2026 in Review

Edgestream Partners opened a new position in First Merchants (FRME) in Q1 2026: 22,324 shares worth $865K. The stake represents 0.03% of the portfolio and ranks #658 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in FRME as recently as Q3 2025.

Edgestream Partners first reported a position in FRME in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.11M in Q2 2025. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Edgestream Partners held 22,324 shares of First Merchants worth $865K as of Q1 2026.
  • First Merchants was a new Edgestream Partners position in Q1 2026.
  • First Merchants made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #658 holding.
  • Edgestream Partners first reported a position in First Merchants in Q4 2024 and has held it in 4 quarters since.
  • Edgestream Partners's First Merchants position peaked at $6.11M in Q2 2025.
  • 298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.