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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HFM Investment Advisors's FRME Position: Q1 2026 in Review

HFM Investment Advisors increased its First Merchants (FRME) stake by 67% in Q1 2026, buying an estimated $78 and bringing the position to 5 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #998.

HFM Investment Advisors first reported a position in FRME in Q1 2025 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • HFM Investment Advisors held 5 shares of First Merchants worth $194 as of Q1 2026.
  • HFM Investment Advisors bought 2 First Merchants shares in Q1 2026, an estimated $78.
  • First Merchants made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #998 holding.
  • HFM Investment Advisors first reported a position in First Merchants in Q1 2025 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.