Jones Financial Companies
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Jones Financial Companies’s First Merchants FRME Stock Holding History

Jones Financial Companies’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 		$1.76M Buy
40,266
+1,884
+5% +$76.5K ﹤0.01% 1633
2026
Q1 		$1.45M Buy
38,382
+3,571
+10% +$139K ﹤0.01% 1569
2025
Q4 		$1.3M Buy
34,811
+2,142
+7% +$79.3K ﹤0.01% 1128
2025
Q3 		$1.25M Buy
32,669
+2,659
+9% +$106K ﹤0.01% 1043
2025
Q2 		$1.16M Buy
30,010
+5,313
+22% +$197K ﹤0.01% 953
2025
Q1 		$998K Buy
24,697
+4,727
+24% +$197K ﹤0.01% 864
2024
Q4 		$797K Buy
19,970
+5,683
+40% +$230K ﹤0.01% 817
2024
Q3 		$524K Buy
14,287
+3,120
+28% +$116K ﹤0.01% 804
2024
Q2 		$372K Buy
11,167
+5,976
+115% +$200K ﹤0.01% 638
2024
Q1 		$181K Buy
5,191
+4,217
+433% +$145K ﹤0.01% 475
2023
Q4 		$36.1K Buy
+974
New +$30.2K ﹤0.01% 516

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 $3.38T AUM 44.17% 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

Jones Financial Companies's FRME Position: Q2 2026 in Review

Jones Financial Companies increased its First Merchants (FRME) stake by 4.9% in Q2 2026, buying an estimated $76.5K and bringing the position to 40,266 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Jones Financial Companies first reported a position in FRME in Q4 2023 and has held it in 11 quarters since. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Jones Financial Companies held 40,266 shares of First Merchants worth $1.76M as of Q2 2026.
  • Jones Financial Companies bought 1,884 First Merchants shares in Q2 2026, an estimated $76.5K.
  • First Merchants made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1633 holding.
  • Jones Financial Companies first reported a position in First Merchants in Q4 2023 and has held it in 11 quarters since.
  • 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.