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Intrepid Financial Planning Group’s First Merchants FRME Stock Holding History

Intrepid Financial Planning 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
Q1 		$469K Hold
12,121
– – 0.19% 78
2025
Q4 		$454K Sell
12,121
-4,160
-26% -$154K 0.17% 78
2025
Q3 		$614K Buy
16,281
+1,599
+11% +$63.8K 0.23% 65
2025
Q2 		$562K Hold
14,682
– – 0.24% 65
2025
Q1 		$594K Hold
14,682
– – 0.28% 61
2024
Q4 		$586K Sell
14,682
-118
-0.8% -$4.77K 0.25% 64
2024
Q3 		$551K Hold
14,800
– – 0.24% 68
2024
Q2 		$493K Hold
14,800
– – 0.21% 72
2024
Q1 		$517K Hold
14,800
– – 0.22% 72
2023
Q4 		$549K Sell
14,800
-107
-0.7% -$3.31K 0.26% 62
2023
Q3 		$415K Buy
+14,907
New +$446K 0.21% 69
2023
Q2 		– Sell
-6,551
Closed -$216K – 124
2023
Q1 		$216K Hold
6,551
– – 0.11% 101
2022
Q4 		$269K Hold
6,551
– – 0.15% 87
2022
Q3 		$253K Sell
6,551
-1
-0% -$40 0.14% 78
2022
Q2 		$233K Buy
+6,552
New +$258K 0.13% 85

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

Intrepid Financial Planning Group's FRME Position: Q1 2026 in Review

Intrepid Financial Planning Group held its First Merchants (FRME) position steady in Q1 2026 at 12,121 shares worth $469K. The position accounts for 0.19% of the portfolio, ranked #78.

Intrepid Financial Planning Group first reported a position in FRME in Q2 2022 and has held it in 15 quarters since. The position peaked at $614K in Q3 2025. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Intrepid Financial Planning Group held 12,121 shares of First Merchants worth $469K as of Q1 2026.
  • Intrepid Financial Planning Group left its First Merchants share count unchanged in Q1 2026.
  • First Merchants made up 0.19% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #78 holding.
  • Intrepid Financial Planning Group first reported a position in First Merchants in Q2 2022 and has held it in 15 quarters since.
  • Intrepid Financial Planning Group's First Merchants position peaked at $614K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.