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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
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 $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

IFG Advisory's FRME Position: Q1 2026 in Review

IFG Advisory sold out of First Merchants (FRME) in Q1 2026, closing a stake of 16,855 shares — an estimated $632K sold.

IFG Advisory first reported a position in FRME in Q4 2021 and held it in 17 quarters. The position peaked at $985K in Q4 2022. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • IFG Advisory reported no remaining First Merchants position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 16,855 First Merchants shares in Q1 2026, an estimated $632K.
  • IFG Advisory first reported a position in First Merchants in Q4 2021 and held it in 17 quarters.
  • IFG Advisory's First Merchants position peaked at $985K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.