Global Retirement Partners’s First Merchants FRME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$17.8K Buy
+476
New +$17.6K ﹤0.01% 2913
2023
Q1
Sell
-909
Closed -$37.4K 3258
2022
Q4
$37.4K Buy
909
+359
+65% +$15.2K ﹤0.01% 1225
2022
Q3
$25K Buy
+550
New +$21.8K ﹤0.01% 1290

Other funds holding FRME

Global Retirement Partners's FRME Position: Q4 2025 in Review

Global Retirement Partners opened a new position in First Merchants (FRME) in Q4 2025: 476 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #2913 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FRME as recently as Q4 2022.

Global Retirement Partners first reported a position in FRME in Q3 2022 and has held it in 3 quarters since. The position peaked at $37.4K in Q4 2022. 281 funds tracked by Wall St. Rank hold FRME as of Q4 2025.

  • Global Retirement Partners held 476 shares of First Merchants worth $17.8K as of Q4 2025.
  • First Merchants was a new Global Retirement Partners position in Q4 2025.
  • First Merchants made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2913 holding.
  • Global Retirement Partners first reported a position in First Merchants in Q3 2022 and has held it in 3 quarters since.
  • Global Retirement Partners's First Merchants position peaked at $37.4K in Q4 2022.
  • 281 funds tracked by Wall St. Rank held First Merchants as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.