Fortitude Family Office’s First Merchants FRME Stock Holding History

Fortitude Family Office’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 Q3	$5.61K	Buy	141 +60	+74%	+$2.54K	﹤0.01%	1502
2026 Q2	$3.54K	Buy	81 +31	+62%	+$1.26K	﹤0.01%	1240
2026 Q1	$1.94K	Buy	50 +38	+317%	+$1.48K	﹤0.01%	1292
2025 Q4	$450	Sell	12 -9	-43%	-$333	﹤0.01%	1749
2025 Q3	$792	Buy	21 +5	+31%	+$199	﹤0.01%	1622
2025 Q2	$613	Buy	+16	New	+$592	﹤0.01%	1704

Other funds holding FRME

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's FRME Position: Q3 2026 in Review

Fortitude Family Office increased its First Merchants (FRME) stake by 74% in Q3 2026, buying an estimated $2.54K and bringing the position to 141 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Fortitude Family Office first reported a position in FRME in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

Fortitude Family Office held 141 shares of First Merchants worth $5.61K as of Q3 2026.
Fortitude Family Office bought 60 First Merchants shares in Q3 2026, an estimated $2.54K.
First Merchants made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1502 holding.
Fortitude Family Office first reported a position in First Merchants in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.