EF
FRME icon

Empowered Funds’s First Merchants FRME Stock Holding History

Empowered Funds’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 		$12.1M Buy
277,911
+54,884
+25% +$2.23M 0.06% 349
2026
Q1 		$8.64M Buy
+223,027
New +$8.71M 0.06% 432
2025
Q4 		– Sell
-234,704
Closed -$8.85M – 1323
2025
Q3 		$8.85M Buy
234,704
+11,362
+5% +$453K 0.09% 272
2025
Q2 		$8.55M Buy
223,342
+28,131
+14% +$1.04M 0.1% 248
2025
Q1 		$7.89M Sell
195,211
-26,855
-12% -$1.12M 0.11% 223
2024
Q4 		$8.86M Buy
222,066
+10,934
+5% +$442K 0.13% 186
2024
Q3 		$7.85M Buy
211,132
+12,050
+6% +$446K 0.12% 216
2024
Q2 		$6.63M Buy
199,082
+14,220
+8% +$475K 0.11% 232
2024
Q1 		$6.45M Buy
184,862
+53,463
+41% +$1.84M 0.12% 251
2023
Q4 		$4.87M Buy
131,399
+19,580
+18% +$607K 0.12% 240
2023
Q3 		$3.11M Buy
111,819
+8,473
+8% +$254K 0.09% 299
2023
Q2 		$2.92M Buy
+103,346
New +$2.93M 0.1% 283

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

Empowered Funds's FRME Position: Q2 2026 in Review

Empowered Funds increased its First Merchants (FRME) stake by 25% in Q2 2026, buying an estimated $2.23M and bringing the position to 277,911 shares worth $12.1M. The position accounts for 0.06% of the portfolio, ranked #349.

Empowered Funds first reported a position in FRME in Q2 2023 and has held it in 12 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Empowered Funds held 277,911 shares of First Merchants worth $12.1M as of Q2 2026.
  • Empowered Funds bought 54,884 First Merchants shares in Q2 2026, an estimated $2.23M.
  • First Merchants made up 0.06% of Empowered Funds's portfolio in Q2 2026, its #349 holding.
  • Empowered Funds first reported a position in First Merchants in Q2 2023 and has held it in 12 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.