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IEQ Capital’s First Merchants FRME Stock Holding History

IEQ Capital’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 		$2.97M Buy
68,021
+17,099
+34% +$694K 0.01% 659
2026
Q1 		$1.97M Buy
50,922
+76
+0.1% +$2.97K 0.01% 773
2025
Q4 		$1.91M Sell
50,846
-3,325
-6% -$123K 0.01% 810
2025
Q3 		$2.04M Buy
54,171
+28,599
+112% +$1.14M 0.01% 756
2025
Q2 		$979K Buy
25,572
+11,878
+87% +$440K 0.01% 868
2025
Q1 		$554K Buy
+13,694
New +$570K ﹤0.01% 938

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 $3.37T AUM 44.26% 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

IEQ Capital's FRME Position: Q2 2026 in Review

IEQ Capital increased its First Merchants (FRME) stake by 34% in Q2 2026, buying an estimated $694K and bringing the position to 68,021 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #659.

IEQ Capital first reported a position in FRME in Q1 2025 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • IEQ Capital held 68,021 shares of First Merchants worth $2.97M as of Q2 2026.
  • IEQ Capital bought 17,099 First Merchants shares in Q2 2026, an estimated $694K.
  • First Merchants made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #659 holding.
  • IEQ Capital first reported a position in First Merchants in Q1 2025 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.