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 Q3	$370K	Sell	9,293 -2,828	-23%	-$120K	0.11%	97
2026 Q2	$530K	Hold	12,121	–	–	0.18%	75
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Intrepid Financial Planning Group's FRME Position: Q3 2026 in Review

Intrepid Financial Planning Group reduced its First Merchants (FRME) stake by 23% in Q3 2026, selling an estimated $120K and leaving 9,293 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #97.

Intrepid Financial Planning Group first reported a position in FRME in Q2 2022 and has held it in 17 quarters since. The position peaked at $614K in Q3 2025. 164 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

Intrepid Financial Planning Group held 9,293 shares of First Merchants worth $370K as of Q3 2026.
Intrepid Financial Planning Group sold 2,828 First Merchants shares in Q3 2026, an estimated $120K.
First Merchants made up 0.11% of Intrepid Financial Planning Group's portfolio in Q3 2026, its #97 holding.
Intrepid Financial Planning Group first reported a position in First Merchants in Q2 2022 and has held it in 17 quarters since.
Intrepid Financial Planning Group's First Merchants position peaked at $614K in Q3 2025.
164 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2026, filed 12 Nov 2026.