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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Mount Yale Investment Advisors's FRME Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in First Merchants (FRME) in Q1 2026: 6,347 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FRME as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in FRME in Q1 2018 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

Mount Yale Investment Advisors held 6,347 shares of First Merchants worth $246K as of Q1 2026.
First Merchants was a new Mount Yale Investment Advisors position in Q1 2026.
First Merchants made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #976 holding.
Mount Yale Investment Advisors first reported a position in First Merchants in Q1 2018 and has held it in 5 quarters since.
299 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.