Merit Financial Group
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Merit Financial Group’s First Merchants FRME Stock Holding History

Merit 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
Q3 		$219K Buy
5,495
+712
+15% +$30.1K ﹤0.01% 2143
2026
Q2 		$209K Buy
+4,783
New +$194K ﹤0.01% 2089

Other funds holding FRME

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Merit Financial Group's FRME Position: Q3 2026 in Review

Merit Financial Group increased its First Merchants (FRME) stake by 15% in Q3 2026, buying an estimated $30.1K and bringing the position to 5,495 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Merit Financial Group first reported a position in FRME in Q2 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

  • Merit Financial Group held 5,495 shares of First Merchants worth $219K as of Q3 2026.
  • Merit Financial Group bought 712 First Merchants shares in Q3 2026, an estimated $30.1K.
  • First Merchants made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2143 holding.
  • Merit Financial Group first reported a position in First Merchants in Q2 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.