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Kestra Private Wealth Services’s First Merchants FRME Stock Holding History

Kestra Private Wealth Services’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 		$501K Hold
11,468
– – 0.01% 1236
2026
Q1 		$444K Buy
+11,468
New +$448K 0.01% 1274

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

Kestra Private Wealth Services's FRME Position: Q2 2026 in Review

Kestra Private Wealth Services held its First Merchants (FRME) position steady in Q2 2026 at 11,468 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #1236.

Kestra Private Wealth Services first reported a position in FRME in Q1 2026 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Kestra Private Wealth Services held 11,468 shares of First Merchants worth $501K as of Q2 2026.
  • Kestra Private Wealth Services left its First Merchants share count unchanged in Q2 2026.
  • First Merchants made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1236 holding.
  • Kestra Private Wealth Services first reported a position in First Merchants in Q1 2026 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

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