Focus Partners Wealth
FRME icon

Focus Partners Wealth’s First Merchants FRME Stock Holding History

Focus Partners Wealth’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 		$252K Buy
5,770
+487
+9% +$19.8K ﹤0.01% 2361
2026
Q1 		$205K Buy
+5,283
New +$206K ﹤0.01% 2410
2025
Q4 		– Sell
-7,620
Closed -$299K – 2724
2025
Q3 		$299K Buy
7,620
+1,230
+19% +$49.1K ﹤0.01% 1846
2025
Q2 		$245K Buy
+6,390
New +$237K ﹤0.01% 1779

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

Focus Partners Wealth's FRME Position: Q2 2026 in Review

Focus Partners Wealth increased its First Merchants (FRME) stake by 9.2% in Q2 2026, buying an estimated $19.8K and bringing the position to 5,770 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Focus Partners Wealth first reported a position in FRME in Q2 2025 and has held it in 4 quarters since. The position peaked at $299K in Q3 2025. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Focus Partners Wealth held 5,770 shares of First Merchants worth $252K as of Q2 2026.
  • Focus Partners Wealth bought 487 First Merchants shares in Q2 2026, an estimated $19.8K.
  • First Merchants made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2361 holding.
  • Focus Partners Wealth first reported a position in First Merchants in Q2 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's First Merchants position peaked at $299K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.