HIA
FRME icon

HFM Investment Advisors’s First Merchants FRME Stock Holding History

HFM Investment Advisors’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 		$350 Buy
8
+3
+60% +$122 ﹤0.01% 1097
2026
Q1 		$194 Buy
5
+2
+67% +$78 ﹤0.01% 998
2025
Q4 		$113 Hold
3
– – ﹤0.01% 1158
2025
Q3 		$113 Hold
3
– – ﹤0.01% 1135
2025
Q2 		$115 Buy
3
+1
+50% +$37 ﹤0.01% 1119
2025
Q1 		$81 Buy
+2
New +$83 ﹤0.01% 921

Other funds holding FRME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

HFM Investment Advisors's FRME Position: Q2 2026 in Review

HFM Investment Advisors increased its First Merchants (FRME) stake by 60% in Q2 2026, buying an estimated $122 and bringing the position to 8 shares worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

HFM Investment Advisors first reported a position in FRME in Q1 2025 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • HFM Investment Advisors held 8 shares of First Merchants worth $350 as of Q2 2026.
  • HFM Investment Advisors bought 3 First Merchants shares in Q2 2026, an estimated $122.
  • First Merchants made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1097 holding.
  • HFM Investment Advisors first reported a position in First Merchants in Q1 2025 and has held it in 6 quarters since.
  • 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.