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
2026
Q2
$19.2K Buy
+440
New +$17.9K ﹤0.01% 3077
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: Q2 2026 in Review

Global Retirement Partners opened a new position in First Merchants (FRME) in Q2 2026: 440 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #3077 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FRME as recently as Q4 2025.

Global Retirement Partners first reported a position in FRME in Q3 2022 and has held it in 4 quarters since. The position peaked at $37.4K in Q4 2022. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Global Retirement Partners held 440 shares of First Merchants worth $19.2K as of Q2 2026.
  • First Merchants was a new Global Retirement Partners position in Q2 2026.
  • First Merchants made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3077 holding.
  • Global Retirement Partners first reported a position in First Merchants in Q3 2022 and has held it in 4 quarters since.
  • Global Retirement Partners's First Merchants position peaked at $37.4K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.