Mount Yale Investment Advisors’s First Merchants FRME Stock Holding History

Mount Yale Investment Advisors’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	$280K	Buy	6,417 +70	+1%	+$2.84K	0.01%	1003
2026 Q1	$246K	Buy	+6,347	New	+$248K	0.01%	976
2025 Q3	–	Sell	-6,274	Closed	-$240K	–	1019
2025 Q2	$240K	Buy	+6,274	New	+$232K	0.02%	515
2018 Q4	–	Sell	-2,773	Closed	-$116K	–	483
2018 Q3	$116K	Sell	2,773 -22	-0.8%	-$1.05K	0.02%	394
2018 Q2	$130K	Hold	2,795	–	–	0.02%	386
2018 Q1	$117K	Buy	+2,795	New	+$120K	0.03%	403

Other funds holding FRME

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Mount Yale Investment Advisors's FRME Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its First Merchants (FRME) stake by 1.1% in Q2 2026, buying an estimated $2.84K and bringing the position to 6,417 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1003.

Mount Yale Investment Advisors first reported a position in FRME in Q1 2018 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Mount Yale Investment Advisors held 6,417 shares of First Merchants worth $280K as of Q2 2026.
Mount Yale Investment Advisors bought 70 First Merchants shares in Q2 2026, an estimated $2.84K.
First Merchants made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1003 holding.
Mount Yale Investment Advisors first reported a position in First Merchants in Q1 2018 and has held it in 6 quarters since.
308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.