Harbour Trust & Investment Management’s First Merchants FRME Stock Holding History

Harbour Trust & Investment Management’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 Q2	$239K	Hold	5,465	–	–	0.02%	145
2026 Q1	$212K	Hold	5,465	–	–	0.02%	148
2025 Q4	$205K	Hold	5,465	–	–	0.02%	151
2025 Q3	$206K	Hold	5,465	–	–	0.02%	154
2025 Q2	$209K	Hold	5,465	–	–	0.02%	150
2025 Q1	$221K	Hold	5,465	–	–	0.03%	145
2024 Q4	$218K	Hold	5,465	–	–	0.02%	151
2024 Q3	$203K	Buy	+5,465	New	+$202K	0.02%	158
2024 Q1	–	Sell	-5,465	Closed	-$203K	–	164
2023 Q4	$203K	Buy	+5,465	New	+$169K	0.03%	160

Other funds holding FRME

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Harbour Trust & Investment Management's FRME Position: Q2 2026 in Review

Harbour Trust & Investment Management held its First Merchants (FRME) position steady in Q2 2026 at 5,465 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #145.

Harbour Trust & Investment Management first reported a position in FRME in Q4 2023 and has held it in 9 quarters since. 81 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Harbour Trust & Investment Management held 5,465 shares of First Merchants worth $239K as of Q2 2026.
Harbour Trust & Investment Management left its First Merchants share count unchanged in Q2 2026.
First Merchants made up 0.02% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #145 holding.
Harbour Trust & Investment Management first reported a position in First Merchants in Q4 2023 and has held it in 9 quarters since.
81 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.