IA
FRME icon

IFP Advisors’s First Merchants FRME Stock Holding History

IFP Advisors’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 		$11.4K Buy
262
+110
+72% +$4.47K ﹤0.01% 3315
2026
Q1 		$5.89K Sell
152
-149
-50% -$5.82K ﹤0.01% 3426
2025
Q4 		$11.3K Buy
301
+62
+26% +$2.3K ﹤0.01% 2997
2025
Q3 		$9.01K Buy
239
+21
+10% +$838 ﹤0.01% 2954
2025
Q2 		$8.35K Buy
+218
New +$8.07K ﹤0.01% 3029
2025
Q1 		– Hold
0
– – – 3549
2024
Q4 		– Hold
0
– – – 3545
2023
Q1 		– Sell
-67
Closed -$3K – 3766
2022
Q4 		$3K Hold
67
– – ﹤0.01% 4004
2022
Q3 		$3K Buy
67
+9
+16% +$357 ﹤0.01% 4219
2022
Q2 		$3K Hold
58
– – ﹤0.01% 3987
2022
Q1 		$3K Buy
+58
New +$2.52K ﹤0.01% 3987
2020
Q3 		– Sell
-33
Closed -$824 – 2889
2020
Q2 		$1K Buy
+33
New +$882 ﹤0.01% 2534
2019
Q4 		– Sell
-1,590
Closed -$63.5K – 2932
2019
Q3 		$61K Buy
+1,590
New +$59.4K ﹤0.01% 1273
2019
Q1 		– Sell
-140
Closed -$5K – 2720
2018
Q4 		$5K Hold
140
– – ﹤0.01% 2836
2018
Q3 		$6K Hold
140
– – ﹤0.01% 3127
2018
Q2 		$6K Sell
140
-82
-37% -$3.68K ﹤0.01% 3160
2018
Q1 		$9K Hold
222
– – ﹤0.01% 2838
2017
Q4 		$9K Sell
222
-1,622
-88% -$69.3K ﹤0.01% 2883
2017
Q3 		$79K Buy
1,844
+25
+1% +$996 ﹤0.01% 1688
2017
Q2 		$73K Buy
1,819
+1,569
+628% +$63.3K ﹤0.01% 1714
2017
Q1 		$10K Sell
250
-24
-9% -$936 ﹤0.01% 2909
2016
Q4 		$10K Sell
274
-21
-7% -$667 ﹤0.01% 2891
2016
Q3 		$8K Sell
295
-126
-30% -$3.33K ﹤0.01% 2965
2016
Q2 		$10K Buy
+421
New +$10.5K ﹤0.01% 2739
2016
Q1 		– Sell
-659
Closed -$17K – 2733
2015
Q4 		$17K Buy
+659
New +$17.4K ﹤0.01% 2254

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

IFP Advisors's FRME Position: Q2 2026 in Review

IFP Advisors increased its First Merchants (FRME) stake by 72% in Q2 2026, buying an estimated $4.47K and bringing the position to 262 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

IFP Advisors first reported a position in FRME in Q4 2015 and has held it in 23 quarters since. The position peaked at $79K in Q3 2017. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • IFP Advisors held 262 shares of First Merchants worth $11.4K as of Q2 2026.
  • IFP Advisors bought 110 First Merchants shares in Q2 2026, an estimated $4.47K.
  • First Merchants made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3315 holding.
  • IFP Advisors first reported a position in First Merchants in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's First Merchants position peaked at $79K in Q3 2017.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.