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Larson Financial Group’s First Merchants FRME Stock Holding History

Larson Financial Group’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 		$418K Sell
9,574
-6,315
-40% -$256K 0.01% 607
2026
Q1 		$615K Buy
15,889
+40
+0.3% +$1.56K 0.02% 418
2025
Q4 		$594K Buy
15,849
+28
+0.2% +$1.04K 0.02% 419
2025
Q3 		$596K Buy
15,821
+12,812
+426% +$511K 0.02% 412
2025
Q2 		$115K Buy
3,009
+83
+3% +$3.07K ﹤0.01% 806
2025
Q1 		$118K Hold
2,926
– – 0.01% 758
2024
Q4 		$117K Hold
2,926
– – 0.01% 697
2024
Q3 		$109K Hold
2,926
– – 0.01% 709
2024
Q2 		$97.4K Hold
2,926
– – 0.01% 654
2024
Q1 		$102K Hold
2,926
– – 0.01% 537
2023
Q4 		$108K Hold
2,926
– – 0.01% 470
2023
Q3 		$81.4K Buy
+2,926
New +$87.6K 0.01% 495

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

Larson Financial Group's FRME Position: Q2 2026 in Review

Larson Financial Group reduced its First Merchants (FRME) stake by 40% in Q2 2026, selling an estimated $256K and leaving 9,574 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #607.

Larson Financial Group first reported a position in FRME in Q3 2023 and has held it in 12 quarters since. The position peaked at $615K in Q1 2026. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Larson Financial Group held 9,574 shares of First Merchants worth $418K as of Q2 2026.
  • Larson Financial Group sold 6,315 First Merchants shares in Q2 2026, an estimated $256K.
  • First Merchants made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #607 holding.
  • Larson Financial Group first reported a position in First Merchants in Q3 2023 and has held it in 12 quarters since.
  • Larson Financial Group's First Merchants position peaked at $615K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

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