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BFC Planning, Inc.’s First Merchants FRME Stock Holding History

BFC Planning, Inc.’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 		$8.63K Buy
217
+94
+76% +$3.98K ﹤0.01% 2462
2026
Q2 		$5.37K Hold
123
– – ﹤0.01% 2645
2026
Q1 		$4.76K Hold
123
– – ﹤0.01% 2323
2025
Q4 		$4.61K Hold
123
– – ﹤0.01% 2383
2025
Q3 		$4.64K Hold
123
– – ﹤0.01% 2221
2025
Q2 		$4.71K Hold
123
– – ﹤0.01% 2077
2025
Q1 		$4.97K Hold
123
– – ﹤0.01% 2021
2024
Q4 		$4.91K Hold
123
– – ﹤0.01% 2032
2024
Q3 		$4.58K Buy
+123
New +$4.55K ﹤0.01% 2034

Other funds holding FRME

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BFC Planning, Inc.'s FRME Position: Q3 2026 in Review

BFC Planning, Inc. increased its First Merchants (FRME) stake by 76% in Q3 2026, buying an estimated $3.98K and bringing the position to 217 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

BFC Planning, Inc. first reported a position in FRME in Q3 2024 and has held it in 9 quarters since. 236 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

  • BFC Planning, Inc. held 217 shares of First Merchants worth $8.63K as of Q3 2026.
  • BFC Planning, Inc. bought 94 First Merchants shares in Q3 2026, an estimated $3.98K.
  • First Merchants made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2462 holding.
  • BFC Planning, Inc. first reported a position in First Merchants in Q3 2024 and has held it in 9 quarters since.
  • 236 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.