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Hillsdale Investment Management’s First Merchants FRME Stock Holding History

Hillsdale 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
2025
Q4 		– Sell
-140
Closed -$5.28K – 696
2025
Q3 		$5.28K Hold
140
– – ﹤0.01% 624
2025
Q2 		$5.36K Sell
140
-20
-13% -$740 ﹤0.01% 596
2025
Q1 		$6.47K Buy
+160
New +$6.66K ﹤0.01% 528
2019
Q2 		– Sell
-15,300
Closed -$564K – 625
2019
Q1 		$564K Buy
15,300
+2,700
+21% +$103K 0.05% 264
2018
Q4 		$432K Buy
+12,600
New +$512K 0.05% 290
2017
Q2 		– Sell
-24,100
Closed -$948K – 490
2017
Q1 		$948K Buy
+24,100
New +$940K 0.19% 126

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hillsdale Investment Management's FRME Position: Q4 2025 in Review

Hillsdale Investment Management sold out of First Merchants (FRME) in Q4 2025, closing a stake of 140 shares — an estimated $5.28K sold.

Hillsdale Investment Management first reported a position in FRME in Q1 2017 and held it in 6 quarters. The position peaked at $948K in Q1 2017. 281 funds tracked by Wall St. Rank hold FRME as of Q4 2025.

  • Hillsdale Investment Management reported no remaining First Merchants position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 140 First Merchants shares in Q4 2025, an estimated $5.28K.
  • Hillsdale Investment Management first reported a position in First Merchants in Q1 2017 and held it in 6 quarters.
  • Hillsdale Investment Management's First Merchants position peaked at $948K in Q1 2017.
  • 281 funds tracked by Wall St. Rank held First Merchants as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.