Harbour Investments’s First Merchants FRME Stock Holding History

Harbour Investments’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 Q1	–	Sell	-5,813	Closed	-$232K	–	3595
2024 Q4	$232K	Buy	+5,813	New	+$235K	0.01%	975
2024 Q2	–	Sell	-330	Closed	-$11.5K	–	3321
2024 Q1	$11.5K	Sell	330 -100	-23%	-$3.43K	﹤0.01%	2165
2023 Q4	$15.9K	Hold	430	–	–	﹤0.01%	1970
2023 Q3	$12K	Sell	430 -19,210	-98%	-$575K	﹤0.01%	1965
2023 Q2	$554K	Hold	19,640	–	–	0.03%	472
2023 Q1	$647K	Hold	19,640	–	–	0.04%	412
2022 Q4	$807K	Hold	19,640	–	–	0.05%	349
2022 Q3	$700K	Hold	19,640	–	–	0.05%	349
2022 Q2	$700K	Buy	+19,640	New	+$773K	0.05%	349
2021 Q4	$823K	Sell	19,640 -1,000	-5%	-$41.9K	0.05%	339
2021 Q3	$864K	Sell	20,640 -4,876	-19%	-$198K	0.03%	485
2021 Q2	$1.06M	Hold	25,516	–	–	0.03%	444
2021 Q1	$1.19M	Buy	+25,516	New	+$1.1M	0.04%	366

Other funds holding FRME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harbour Investments's FRME Position: Q1 2025 in Review

Harbour Investments sold out of First Merchants (FRME) in Q1 2025, closing a stake of 5,813 shares — an estimated $232K sold.

Harbour Investments first reported a position in FRME in Q1 2021 and held it in 13 quarters. The position peaked at $1.19M in Q1 2021. 272 funds tracked by Wall St. Rank hold FRME as of Q1 2025.

Harbour Investments reported no remaining First Merchants position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 5,813 First Merchants shares in Q1 2025, an estimated $232K.
Harbour Investments first reported a position in First Merchants in Q1 2021 and held it in 13 quarters.
Harbour Investments's First Merchants position peaked at $1.19M in Q1 2021.
272 funds tracked by Wall St. Rank held First Merchants as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.