Kingsview Wealth Management’s First Merchants FRME Stock Holding History

Kingsview Wealth 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 Q2	$339K	Hold	7,770	–	–	﹤0.01%	1132
2026 Q1	$301K	Hold	7,770	–	–	﹤0.01%	1087
2025 Q4	$291K	Hold	7,770	–	–	﹤0.01%	1031
2025 Q3	$293K	Hold	7,770	–	–	﹤0.01%	973
2025 Q2	$298K	Hold	7,770	–	–	0.01%	949
2025 Q1	$314K	Hold	7,770	–	–	0.01%	875
2024 Q4	$310K	Hold	7,770	–	–	0.01%	893
2024 Q3	$289K	Hold	7,770	–	–	0.01%	900
2024 Q2	$259K	Hold	7,770	–	–	0.01%	891
2024 Q1	$271K	Hold	7,770	–	–	0.01%	853
2023 Q4	$288K	Hold	7,770	–	–	0.01%	781
2023 Q3	$216K	Hold	7,770	–	–	0.01%	857
2023 Q2	$219K	Hold	7,770	–	–	0.01%	831
2023 Q1	$256K	Hold	7,770	–	–	0.01%	768
2022 Q4	$319K	Sell	7,770 -61	-0.8%	-$2.58K	0.01%	648
2022 Q3	$303K	Hold	7,831	–	–	0.01%	636
2022 Q2	$279K	Buy	7,831 +61	+0.8%	+$2.4K	0.01%	681
2022 Q1	$323K	Sell	7,770 -144	-2%	-$6.25K	0.01%	680
2021 Q4	$332K	Buy	7,914 +41	+0.5%	+$1.72K	0.01%	688
2021 Q3	$329K	Hold	7,873	–	–	0.02%	659
2021 Q2	$331K	Sell	7,873 -38	-0.5%	-$1.73K	0.02%	673
2021 Q1	$370K	Hold	7,911	–	–	0.02%	586
2020 Q4	$296K	Buy	+7,911	New	+$246K	0.02%	556
2020 Q3	–	Sell	-7,770	Closed	-$214K	–	664
2020 Q2	$214K	Hold	7,770	–	–	0.02%	520
2020 Q1	$206K	Buy	+7,770	New	+$283K	0.03%	424

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

Kingsview Wealth Management's FRME Position: Q2 2026 in Review

Kingsview Wealth Management held its First Merchants (FRME) position steady in Q2 2026 at 7,770 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Kingsview Wealth Management first reported a position in FRME in Q1 2020 and has held it in 25 quarters since. The position peaked at $370K in Q1 2021. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Kingsview Wealth Management held 7,770 shares of First Merchants worth $339K as of Q2 2026.
Kingsview Wealth Management left its First Merchants share count unchanged in Q2 2026.
First Merchants made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1132 holding.
Kingsview Wealth Management first reported a position in First Merchants in Q1 2020 and has held it in 25 quarters since.
Kingsview Wealth Management's First Merchants position peaked at $370K in Q1 2021.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.