EP
FRME icon

Essential Partners’s First Merchants FRME Stock Holding History

Essential 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
Q2 		$15.6K Sell
357
-40
-10% -$1.62K 0.01% 1004
2026
Q1 		$15.4K Sell
397
-119
-23% -$4.65K 0.01% 1034
2025
Q4 		$19.3K Sell
516
-157
-23% -$5.82K 0.01% 925
2025
Q3 		$25.4K Buy
673
+657
+4,106% +$26.2K 0.01% 810
2025
Q2 		$613 Buy
+16
New +$592 ﹤0.01% 1646

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 $3.38T AUM 44.17% 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

Essential Partners's FRME Position: Q2 2026 in Review

Essential Partners reduced its First Merchants (FRME) stake by 10% in Q2 2026, selling an estimated $1.62K and leaving 357 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #1004.

Essential Partners first reported a position in FRME in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.4K in Q3 2025. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Essential Partners held 357 shares of First Merchants worth $15.6K as of Q2 2026.
  • Essential Partners sold 40 First Merchants shares in Q2 2026, an estimated $1.62K.
  • First Merchants made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1004 holding.
  • Essential Partners first reported a position in First Merchants in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's First Merchants position peaked at $25.4K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.