EWA
FRME icon

EverSource Wealth Advisors’s First Merchants FRME Stock Holding History

EverSource Wealth Advisors’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 		$27.3K Sell
626
-520
-45% -$21.1K ﹤0.01% 2209
2026
Q1 		$44.4K Buy
1,146
+133
+13% +$5.19K ﹤0.01% 1992
2025
Q4 		$38K Buy
1,013
+159
+19% +$5.89K ﹤0.01% 1944
2025
Q3 		$32.2K Buy
854
+83
+11% +$3.31K ﹤0.01% 2012
2025
Q2 		$29.5K Buy
771
+604
+362% +$22.4K ﹤0.01% 1988
2025
Q1 		$6.75K Buy
167
+130
+351% +$5.41K ﹤0.01% 2346
2024
Q4 		$1.48K Sell
37
-12
-24% -$485 ﹤0.01% 2834
2024
Q3 		$1.82K Buy
49
+4
+9% +$148 ﹤0.01% 2576
2024
Q2 		$1.81K Buy
45
+13
+41% +$435 ﹤0.01% 2580
2024
Q1 		$1.07K Buy
32
+14
+78% +$481 ﹤0.01% 2555
2023
Q4 		$667 Sell
18
-22
-55% -$681 ﹤0.01% 2469
2023
Q3 		$1.11K Buy
+40
New +$1.2K ﹤0.01% 2166

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

EverSource Wealth Advisors's FRME Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its First Merchants (FRME) stake by 45% in Q2 2026, selling an estimated $21.1K and leaving 626 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

EverSource Wealth Advisors first reported a position in FRME in Q3 2023 and has held it in 12 quarters since. The position peaked at $44.4K in Q1 2026. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • EverSource Wealth Advisors held 626 shares of First Merchants worth $27.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 520 First Merchants shares in Q2 2026, an estimated $21.1K.
  • First Merchants made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2209 holding.
  • EverSource Wealth Advisors first reported a position in First Merchants in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's First Merchants position peaked at $44.4K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.