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Global Financial Private Client’s First Merchants FRME Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-11
Closed -$445 – 726
2025
Q1 		$445 Buy
11
+7
+175% +$292 ﹤0.01% 1323
2024
Q4 		$160 Buy
+4
New +$162 ﹤0.01% 1352

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Global Financial Private Client's FRME Position: Q2 2025 in Review

Global Financial Private Client sold out of First Merchants (FRME) in Q2 2025, closing a stake of 11 shares — an estimated $445 sold.

Global Financial Private Client first reported a position in FRME in Q4 2024 and held it in 2 quarters. The position peaked at $445 in Q1 2025. 278 funds tracked by Wall St. Rank hold FRME as of Q2 2025.

  • Global Financial Private Client reported no remaining First Merchants position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 11 First Merchants shares in Q2 2025, an estimated $445.
  • Global Financial Private Client first reported a position in First Merchants in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's First Merchants position peaked at $445 in Q1 2025.
  • 278 funds tracked by Wall St. Rank held First Merchants as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.