Marshall Wace

Marshall Wace’s First Merchants FRME Stock Holding History

Marshall Wace’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 Q1	$2.49M	Buy	64,324 +17,695	+38%	+$691K	﹤0.01%	1659
2025 Q4	$1.75M	Buy	+46,629	New	+$1.73M	﹤0.01%	1646
2025 Q3	–	Sell	-56,654	Closed	-$2.17M	–	3048
2025 Q2	$2.17M	Buy	56,654 +50,912	+887%	+$1.88M	﹤0.01%	1516
2025 Q1	$232K	Buy	+5,742	New	+$239K	﹤0.01%	2359
2022 Q2	–	Sell	-99,056	Closed	-$4.12M	–	3607
2022 Q1	$4.12M	Buy	99,056 +29,136	+42%	+$1.27M	0.01%	1518
2021 Q4	$2.93M	Buy	69,920 +45,212	+183%	+$1.89M	0.01%	1803
2021 Q3	$1.03M	Buy	+24,708	New	+$1M	0.01%	1994
2019 Q2	–	Sell	-30,793	Closed	-$1.13M	–	1510
2019 Q1	$1.13M	Sell	30,793 -102,751	-77%	-$3.94M	0.01%	891
2018 Q4	$4.58M	Buy	133,544 +124,159	+1,323%	+$5.04M	0.05%	467
2018 Q3	$422K	Buy	+9,385	New	+$447K	﹤0.01%	958
2018 Q2	–	Sell	-16,500	Closed	-$688K	–	739
2018 Q1	$688K	Buy	+16,500	New	+$706K	0.03%	297

Other funds holding FRME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return