Evergreen Capital Management’s First Merchants FRME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$607K Buy
13,889
+8,064
+138% +$327K 0.01% 794
2026
Q1
$226K Hold
5,825
﹤0.01% 1316
2025
Q4
$218K Buy
+5,825
New +$216K ﹤0.01% 1253
2025
Q2
Sell
-6,107
Closed -$247K 1175
2025
Q1
$247K Sell
6,107
-119
-2% -$4.96K 0.01% 868
2024
Q4
$248K Buy
6,226
+273
+5% +$11K 0.01% 845
2024
Q3
$221K Buy
+5,953
New +$220K 0.01% 878
2024
Q1
Sell
-5,488
Closed -$203K 895
2023
Q4
$203K Buy
+5,488
New +$170K 0.01% 772

Other funds holding FRME

Evergreen Capital Management's FRME Position: Q2 2026 in Review

Evergreen Capital Management increased its First Merchants (FRME) stake by 138% in Q2 2026, buying an estimated $327K and bringing the position to 13,889 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #794.

Evergreen Capital Management first reported a position in FRME in Q4 2023 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Evergreen Capital Management held 13,889 shares of First Merchants worth $607K as of Q2 2026.
  • Evergreen Capital Management bought 8,064 First Merchants shares in Q2 2026, an estimated $327K.
  • First Merchants made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #794 holding.
  • Evergreen Capital Management first reported a position in First Merchants in Q4 2023 and has held it in 7 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.