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JFS Wealth Advisors’s First Merchants FRME Stock Holding History

JFS Wealth 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 		$1.49K Hold
34
– – ﹤0.01% 1696
2026
Q1 		$1.32K Sell
34
-13
-28% -$508 ﹤0.01% 1613
2025
Q4 		$1.76K Buy
47
+5
+12% +$185 ﹤0.01% 1590
2025
Q3 		$1.58K Hold
42
– – ﹤0.01% 1499
2025
Q2 		$1.61K Buy
42
+2
+5% +$74 ﹤0.01% 1449
2025
Q1 		$1.62K Hold
40
– – ﹤0.01% 1533
2024
Q4 		$1.6K Buy
40
+10
+33% +$404 ﹤0.01% 1556
2024
Q3 		$1.12K Buy
30
+1
+3% +$37 ﹤0.01% 1669
2024
Q2 		$966 Hold
29
– – ﹤0.01% 1672
2024
Q1 		$1.01K Buy
29
+8
+38% +$275 ﹤0.01% 1656
2023
Q4 		$779 Sell
21
-20
-49% -$620 ﹤0.01% 1705
2023
Q3 		$1.14K Buy
41
+16
+64% +$479 ﹤0.01% 1560
2023
Q2 		$706 Buy
25
+2
+9% +$57 ﹤0.01% 1697
2023
Q1 		$758 Sell
23
-26
-53% -$1.03K ﹤0.01% 1651
2022
Q4 		$2.01K Buy
49
+3
+7% +$127 ﹤0.01% 1367
2022
Q3 		$2K Buy
46
+15
+48% +$595 ﹤0.01% 1320
2022
Q2 		$1K Sell
31
-4
-11% -$157 ﹤0.01% 1526
2022
Q1 		$1K Buy
35
+20
+133% +$868 ﹤0.01% 1634
2021
Q4 		$1K Buy
+15
New +$629 ﹤0.01% 1360

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

JFS Wealth Advisors's FRME Position: Q2 2026 in Review

JFS Wealth Advisors held its First Merchants (FRME) position steady in Q2 2026 at 34 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

JFS Wealth Advisors first reported a position in FRME in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01K in Q4 2022. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • JFS Wealth Advisors held 34 shares of First Merchants worth $1.49K as of Q2 2026.
  • JFS Wealth Advisors left its First Merchants share count unchanged in Q2 2026.
  • First Merchants made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1696 holding.
  • JFS Wealth Advisors first reported a position in First Merchants in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's First Merchants position peaked at $2.01K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.