Kestra Advisory Services’s First Merchants FRME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$638K Buy
14,605
+501
+4% +$20.3K ﹤0.01% 2146
2026
Q1
$546K Buy
14,104
+15
+0.1% +$586 ﹤0.01% 2148
2025
Q4
$528K Buy
14,089
+14
+0.1% +$519 ﹤0.01% 2101
2025
Q3
$531K Buy
14,075
+14
+0.1% +$558 ﹤0.01% 2020
2025
Q2
$539K Sell
14,061
-3,865
-22% -$143K ﹤0.01% 1915
2025
Q1
$725K Buy
+17,926
New +$747K ﹤0.01% 1585

Other funds holding FRME

Kestra Advisory Services's FRME Position: Q2 2026 in Review

Kestra Advisory Services increased its First Merchants (FRME) stake by 3.6% in Q2 2026, buying an estimated $20.3K and bringing the position to 14,605 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Kestra Advisory Services first reported a position in FRME in Q1 2025 and has held it in 6 quarters since. The position peaked at $725K in Q1 2025. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Kestra Advisory Services held 14,605 shares of First Merchants worth $638K as of Q2 2026.
  • Kestra Advisory Services bought 501 First Merchants shares in Q2 2026, an estimated $20.3K.
  • First Merchants made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2146 holding.
  • Kestra Advisory Services first reported a position in First Merchants in Q1 2025 and has held it in 6 quarters since.
  • Kestra Advisory Services's First Merchants position peaked at $725K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.