IFG Advisory’s First Merchants FRME Stock Holding History

IFG Advisory’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 Q3	$670K	Hold	16,855	–	–	0.02%	532
2026 Q2	$736K	Buy	+16,855	New	+$684K	0.03%	497
2026 Q1	–	Sell	-16,855	Closed	-$632K	–	519
2025 Q4	$632K	Sell	16,855 -4,140	-20%	-$153K	0.03%	456
2025 Q3	$792K	Sell	20,995 -375	-2%	-$15K	0.04%	404
2025 Q2	$818K	Hold	21,370	–	–	0.04%	384
2025 Q1	$864K	Buy	21,370 +26	+0.1%	+$1.08K	0.05%	348
2024 Q4	$851K	Sell	21,344 -1,207	-5%	-$48.8K	0.05%	327
2024 Q3	$839K	Sell	22,551 -393	-2%	-$14.6K	0.05%	290
2024 Q2	$764K	Sell	22,944 -93	-0.4%	-$3.11K	0.05%	330
2024 Q1	$804K	Sell	23,037 -531	-2%	-$18.2K	0.06%	270
2023 Q4	$874K	Sell	23,568 -141	-0.6%	-$4.37K	0.06%	270
2023 Q3	$660K	Sell	23,709 -221	-0.9%	-$6.62K	0.06%	295
2023 Q2	$676K	Hold	23,930	–	–	0.06%	247
2023 Q1	$789K	Sell	23,930 -34	-0.1%	-$1.35K	0.07%	243
2022 Q4	$985K	Buy	23,964 +200	+0.8%	+$8.45K	0.1%	213
2022 Q3	$919K	Hold	23,764	–	–	0.08%	224
2022 Q2	$846K	Buy	23,764 +1,745	+8%	+$68.7K	0.09%	215
2022 Q1	$915K	Buy	22,019 +14,044	+176%	+$610K	0.09%	218
2021 Q4	$334K	Buy	+7,975	New	+$334K	0.03%	387

Other funds holding FRME

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

IFG Advisory's FRME Position: Q3 2026 in Review

IFG Advisory held its First Merchants (FRME) position steady in Q3 2026 at 16,855 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #532.

IFG Advisory first reported a position in FRME in Q4 2021 and has held it in 19 quarters since. The position peaked at $985K in Q4 2022. 128 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

IFG Advisory held 16,855 shares of First Merchants worth $670K as of Q3 2026.
IFG Advisory left its First Merchants share count unchanged in Q3 2026.
First Merchants made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #532 holding.
IFG Advisory first reported a position in First Merchants in Q4 2021 and has held it in 19 quarters since.
IFG Advisory's First Merchants position peaked at $985K in Q4 2022.
128 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.