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LRI Investments’s First Merchants FRME Stock Holding History

LRI Investments’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 		$131 Buy
+3
New +$122 ﹤0.01% 1815

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

LRI Investments's FRME Position: Q2 2026 in Review

LRI Investments opened a new position in First Merchants (FRME) in Q2 2026: 3 shares worth $131. The stake represents ﹤0.01% of the portfolio and ranks #1815 among its holdings.

308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • LRI Investments held 3 shares of First Merchants worth $131 as of Q2 2026.
  • First Merchants was a new LRI Investments position in Q2 2026.
  • First Merchants made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1815 holding.
  • 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.