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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
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

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

IFG Advisory's FRME Position: Q2 2026 in Review

IFG Advisory opened a new position in First Merchants (FRME) in Q2 2026: 16,855 shares worth $736K. The stake represents 0.03% of the portfolio and ranks #497 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FRME as recently as Q4 2025.

IFG Advisory first reported a position in FRME in Q4 2021 and has held it in 18 quarters since. The position peaked at $985K in Q4 2022. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • IFG Advisory held 16,855 shares of First Merchants worth $736K as of Q2 2026.
  • First Merchants was a new IFG Advisory position in Q2 2026.
  • First Merchants made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #497 holding.
  • IFG Advisory first reported a position in First Merchants in Q4 2021 and has held it in 18 quarters since.
  • IFG Advisory's First Merchants position peaked at $985K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.