LSV Asset Management’s First Merchants FRME Stock Holding History

LSV Asset 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	$31K	Hold	715	–	–	﹤0.01%	872
2026 Q1	$28K	Hold	715	–	–	﹤0.01%	866
2025 Q4	$27K	Hold	715	–	–	﹤0.01%	862
2025 Q3	$27K	Hold	715	–	–	﹤0.01%	879
2025 Q2	$27K	Hold	715	–	–	﹤0.01%	803
2025 Q1	$29K	Sell	715 -1,457	-67%	-$60.7K	﹤0.01%	814
2024 Q4	$87K	Hold	2,172	–	–	﹤0.01%	791
2024 Q3	$81K	Hold	2,172	–	–	﹤0.01%	802
2024 Q2	$72K	Hold	2,172	–	–	﹤0.01%	832
2024 Q1	$76K	Hold	2,172	–	–	﹤0.01%	838
2023 Q4	$81K	Hold	2,172	–	–	﹤0.01%	844
2023 Q3	$60K	Hold	2,172	–	–	﹤0.01%	842
2023 Q2	$61K	Hold	2,172	–	–	﹤0.01%	871
2023 Q1	$72K	Hold	2,172	–	–	﹤0.01%	855
2022 Q4	$89K	Hold	2,172	–	–	﹤0.01%	837
2022 Q3	$84K	Hold	2,172	–	–	﹤0.01%	838
2022 Q2	$77K	Sell	2,172 -687	-24%	-$27K	﹤0.01%	854
2022 Q1	$119K	Hold	2,859	–	–	﹤0.01%	850
2021 Q4	$120K	Sell	2,859 -747	-21%	-$31.3K	﹤0.01%	857
2021 Q3	$150K	Hold	3,606	–	–	﹤0.01%	846
2021 Q2	$150K	Sell	3,606 -550	-13%	-$25.1K	﹤0.01%	864
2021 Q1	$193K	Sell	4,156 -18,461	-82%	-$795K	﹤0.01%	866
2020 Q4	$846K	Hold	22,617	–	–	﹤0.01%	768
2020 Q3	$523K	Sell	22,617 -13,280	-37%	-$332K	﹤0.01%	801
2020 Q2	$989K	Sell	35,897 -7,347	-17%	-$196K	﹤0.01%	748
2020 Q1	$1.15M	Sell	43,244 -1,540	-3%	-$56.2K	﹤0.01%	705
2019 Q4	$1.86M	Sell	44,784 -1,897	-4%	-$75.7K	﹤0.01%	685
2019 Q3	$1.76M	Buy	46,681 +17,581	+60%	+$657K	﹤0.01%	678
2019 Q2	$1.1M	Hold	29,100	–	–	﹤0.01%	746
2019 Q1	$1.07M	Hold	29,100	–	–	﹤0.01%	757
2018 Q4	$997K	Hold	29,100	–	–	﹤0.01%	780
2018 Q3	$1.31M	Sell	29,100 -6,200	-18%	-$295K	﹤0.01%	778
2018 Q2	$1.64M	Hold	35,300	–	–	﹤0.01%	757
2018 Q1	$1.47M	Sell	35,300 -2,000	-5%	-$85.5K	﹤0.01%	769
2017 Q4	$1.57M	Sell	37,300 -163,178	-81%	-$6.97M	﹤0.01%	754
2017 Q3	$8.61M	Buy	200,478 +25,800	+15%	+$1.03M	0.01%	511
2017 Q2	$7.01M	Hold	174,678	–	–	0.01%	517
2017 Q1	$6.87M	Sell	174,678 -124,600	-42%	-$4.86M	0.01%	512
2016 Q4	$11.3M	Buy	299,278 +7,400	+3%	+$235K	0.02%	446
2016 Q3	$7.81M	Buy	291,878 +19,840	+7%	+$524K	0.02%	470
2016 Q2	$6.78M	Sell	272,038 -6,000	-2%	-$149K	0.01%	477
2016 Q1	$6.55M	Sell	278,038 -20,600	-7%	-$470K	0.01%	469
2015 Q4	$7.59M	Sell	298,638 -10,500	-3%	-$277K	0.02%	441
2015 Q3	$8.11M	Buy	309,138 +41,300	+15%	+$1.07M	0.02%	421
2015 Q2	$6.62M	Buy	267,838 +9,000	+3%	+$212K	0.01%	442
2015 Q1	$6.09M	Hold	258,838	–	–	0.01%	447
2014 Q4	$5.89M	Buy	258,838 +46,178	+22%	+$1M	0.01%	443
2014 Q3	$4.3M	Buy	212,660 +127,016	+148%	+$2.59M	0.01%	486
2014 Q2	$1.81M	Hold	85,644	–	–	﹤0.01%	602
2014 Q1	$1.85M	Sell	85,644 -311,450	-78%	-$6.6M	﹤0.01%	581
2013 Q4	$9.04M	Sell	397,094 -85,009	-18%	-$1.7M	0.02%	367
2013 Q3	$8.35M	Buy	482,103 +149,383	+45%	+$2.68M	0.02%	371
2013 Q2	$5.71M	Buy	+332,720	New	+$5.36M	0.02%	425

Other funds holding FRME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

LSV Asset Management's FRME Position: Q2 2026 in Review

LSV Asset Management held its First Merchants (FRME) position steady in Q2 2026 at 715 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

LSV Asset Management first reported a position in FRME in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.3M in Q4 2016. 134 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

LSV Asset Management held 715 shares of First Merchants worth $31K as of Q2 2026.
LSV Asset Management left its First Merchants share count unchanged in Q2 2026.
First Merchants made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #872 holding.
LSV Asset Management first reported a position in First Merchants in Q2 2013 and has held it in 53 quarters since.
LSV Asset Management's First Merchants position peaked at $11.3M in Q4 2016.
134 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.