Joel Greenblatt’s First Merchants FRME Stock Holding History

Joel Greenblatt’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	$241K	Hold	5,511	–	–	﹤0.01%	1699
2026 Q1	$213K	Buy	+5,511	New	+$215K	﹤0.01%	1679

Other funds holding FRME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Joel Greenblatt's FRME Position: Q2 2026 in Review

Joel Greenblatt held its First Merchants (FRME) position steady in Q2 2026 at 5,511 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Joel Greenblatt first reported a position in FRME in Q1 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Joel Greenblatt held 5,511 shares of First Merchants worth $241K as of Q2 2026.
Joel Greenblatt left its First Merchants share count unchanged in Q2 2026.
First Merchants made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1699 holding.
Joel Greenblatt first reported a position in First Merchants in Q1 2026 and has held it in 2 quarters since.
306 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.