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Innovative Asset Advisors Group’s First Merchants FRME Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-14
Closed -$542 – 561
2026
Q1 		$542 Buy
+14
New +$547 ﹤0.01% 984

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

Innovative Asset Advisors Group's FRME Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of First Merchants (FRME) in Q2 2026, closing a stake of 14 shares — an estimated $542 sold.

Innovative Asset Advisors Group first reported a position in FRME in Q1 2026 and held it in 1 quarter. The position peaked at $542 in Q1 2026. 286 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining First Merchants position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 14 First Merchants shares in Q2 2026, an estimated $542.
  • Innovative Asset Advisors Group first reported a position in First Merchants in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's First Merchants position peaked at $542 in Q1 2026.
  • 286 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.