MassMutual Private Wealth & Trust’s First Merchants FRME Stock Holding History

MassMutual Private Wealth & Trust’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	$2.14K	Hold	49	–	–	﹤0.01%	1985
2026 Q1	$1.9K	Buy	49 +30	+158%	+$1.17K	﹤0.01%	1991
2025 Q4	$712	Hold	19	–	–	﹤0.01%	2197
2025 Q3	$716	Hold	19	–	–	﹤0.01%	2199
2025 Q2	$728	Hold	19	–	–	﹤0.01%	2184
2025 Q1	$768	Sell	19 -19	-50%	-$791	﹤0.01%	2178
2024 Q4	$1.52K	Buy	38 +19	+100%	+$769	﹤0.01%	1913
2024 Q3	$707	Hold	19	–	–	﹤0.01%	1924
2024 Q2	$633	Sell	19 -9	-32%	-$301	﹤0.01%	1923
2024 Q1	$977	Buy	28 +9	+47%	+$309	﹤0.01%	1706
2023 Q4	$705	Buy	19 +9	+90%	+$279	﹤0.01%	1744
2023 Q3	$278	Buy	+10	New	+$299	﹤0.01%	1899
2022 Q3	–	Sell	-59	Closed	-$2K	–	1681
2022 Q2	$2K	Buy	+59	New	+$2.32K	﹤0.01%	1131
2019 Q1	–	Sell	-48	Closed	-$1.65K	–	904
2018 Q4	$1.65K	Hold	48	–	–	﹤0.01%	860
2018 Q3	$2.16K	Hold	48	–	–	﹤0.01%	820
2018 Q2	$2.23K	Hold	48	–	–	﹤0.01%	859
2018 Q1	$2K	Buy	+48	New	+$2.05K	﹤0.01%	824

Other funds holding FRME

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MassMutual Private Wealth & Trust's FRME Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its First Merchants (FRME) position steady in Q2 2026 at 49 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

MassMutual Private Wealth & Trust first reported a position in FRME in Q1 2018 and has held it in 17 quarters since. The position peaked at $2.23K in Q2 2018. 81 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

MassMutual Private Wealth & Trust held 49 shares of First Merchants worth $2.14K as of Q2 2026.
MassMutual Private Wealth & Trust left its First Merchants share count unchanged in Q2 2026.
First Merchants made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1985 holding.
MassMutual Private Wealth & Trust first reported a position in First Merchants in Q1 2018 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's First Merchants position peaked at $2.23K in Q2 2018.
81 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.