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Kennedy Capital Management’s First Merchants FRME Stock Holding History

Kennedy Capital Management’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 		$700K Buy
+18,075
New +$706K 0.01% 508
2024
Q1 		– Sell
-114,927
Closed -$4.26M – 739
2023
Q4 		$4.26M Sell
114,927
-50,182
-30% -$1.55M 0.09% 334
2023
Q3 		$4.59M Sell
165,109
-110,228
-40% -$3.3M 0.11% 300
2023
Q2 		$7.77M Sell
275,337
-5,452
-2% -$155K 0.18% 208
2023
Q1 		$9.25M Sell
280,789
-20,747
-7% -$822K 0.27% 116
2022
Q4 		$12.4M Sell
301,536
-17,544
-5% -$741K 0.35% 83
2022
Q3 		$12.3M Sell
319,080
-25,734
-7% -$1.02M 0.36% 78
2022
Q2 		$12.3M Sell
344,814
-3,676
-1% -$145K 0.34% 81
2022
Q1 		$14.5M Sell
348,490
-2,121
-0.6% -$92.1K 0.34% 77
2021
Q4 		$14.7M Buy
350,611
+95,843
+38% +$4.02M 0.31% 87
2021
Q3 		$10.7M Buy
254,768
+47,287
+23% +$1.92M 0.24% 130
2021
Q2 		$8.65M Sell
207,481
-4,945
-2% -$226K 0.19% 209
2021
Q1 		$9.88M Sell
212,426
-42,207
-17% -$1.82M 0.2% 176
2020
Q4 		$9.53M Buy
254,633
+15,563
+7% +$483K 0.22% 153
2020
Q3 		$5.54M Sell
239,070
-45,397
-16% -$1.13M 0.16% 235
2020
Q2 		$7.84M Buy
284,467
+48,496
+21% +$1.3M 0.23% 133
2020
Q1 		$6.25M Sell
235,971
-8,202
-3% -$299K 0.23% 134
2019
Q4 		$10.2M Sell
244,173
-52,116
-18% -$2.08M 0.25% 108
2019
Q3 		$11.2M Sell
296,289
-46,907
-14% -$1.75M 0.28% 91
2019
Q2 		$13M Sell
343,196
-13,164
-4% -$482K 0.31% 70
2019
Q1 		$13.1M Buy
356,360
+48,309
+16% +$1.85M 0.31% 68
2018
Q4 		$10.6M Buy
308,051
+30,141
+11% +$1.22M 0.26% 92
2018
Q3 		$12.5M Sell
277,910
-53,830
-16% -$2.56M 0.23% 116
2018
Q2 		$15.4M Sell
331,740
-12,449
-4% -$558K 0.29% 81
2018
Q1 		$14.4M Sell
344,189
-49,746
-13% -$2.13M 0.28% 80
2017
Q4 		$16.6M Buy
393,935
+223,293
+131% +$9.54M 0.3% 75
2017
Q3 		$7.33M Sell
170,642
-13,368
-7% -$532K 0.13% 265
2017
Q2 		$7.39M Sell
184,010
-5,700
-3% -$230K 0.14% 243
2017
Q1 		$7.46M Sell
189,710
-2,167
-1% -$84.5K 0.13% 258
2016
Q4 		$7.22M Sell
191,877
-8,283
-4% -$263K 0.13% 274
2016
Q3 		$5.35M Sell
200,160
-3,668
-2% -$96.9K 0.1% 347
2016
Q2 		$5.08M Buy
203,828
+2,735
+1% +$68K 0.1% 339
2016
Q1 		$4.74M Sell
201,093
-1,627
-0.8% -$37.1K 0.1% 364
2015
Q4 		$5.15M Buy
202,720
+49,696
+32% +$1.31M 0.1% 357
2015
Q3 		$4.01M Sell
153,024
-563
-0.4% -$14.6K 0.08% 422
2015
Q2 		$3.79M Sell
153,587
-1,104
-0.7% -$26K 0.07% 472
2015
Q1 		$3.64M Sell
154,691
-342
-0.2% -$7.79K 0.06% 478
2014
Q4 		$3.53M Sell
155,033
-228
-0.1% -$4.96K 0.06% 480
2014
Q3 		$3.14M Buy
155,261
+107,360
+224% +$2.19M 0.06% 488
2014
Q2 		$1.01M Buy
47,901
+20,312
+74% +$422K 0.02% 649
2014
Q1 		$597K Buy
+27,589
New +$585K 0.01% 681

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

Kennedy Capital Management's FRME Position: Q1 2026 in Review

Kennedy Capital Management opened a new position in First Merchants (FRME) in Q1 2026: 18,075 shares worth $700K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in FRME as recently as Q4 2023.

Kennedy Capital Management first reported a position in FRME in Q1 2014 and has held it in 41 quarters since. The position peaked at $16.6M in Q4 2017. 299 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Kennedy Capital Management held 18,075 shares of First Merchants worth $700K as of Q1 2026.
  • First Merchants was a new Kennedy Capital Management position in Q1 2026.
  • First Merchants made up 0.01% of Kennedy Capital Management's portfolio in Q1 2026, its #508 holding.
  • Kennedy Capital Management first reported a position in First Merchants in Q1 2014 and has held it in 41 quarters since.
  • Kennedy Capital Management's First Merchants position peaked at $16.6M in Q4 2017.
  • 299 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.