Norris Perne & French’s First Merchants FRME Stock Holding History

Norris Perne & French’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	$299K	Buy	6,852 +6	+0.1%	+$244	0.01%	127
2026 Q1	$265K	Buy	6,846 +12	+0.2%	+$469	0.01%	132
2025 Q4	$256K	Hold	6,834	–	–	0.02%	141
2025 Q3	$258K	Hold	6,834	–	–	0.02%	140
2025 Q2	$262K	Hold	6,834	–	–	0.02%	132
2025 Q1	$276K	Hold	6,834	–	–	0.02%	123
2024 Q4	$273K	Hold	6,834	–	–	0.02%	123
2024 Q3	$254K	Sell	6,834 -710	-9%	-$26.3K	0.02%	127
2024 Q2	$251K	Hold	7,544	–	–	0.02%	124
2024 Q1	$263K	Hold	7,544	–	–	0.02%	125
2023 Q4	$280K	Hold	7,544	–	–	0.02%	117
2023 Q3	$210K	Hold	7,544	–	–	0.02%	124
2023 Q2	$213K	Hold	7,544	–	–	0.02%	124
2023 Q1	$249K	Hold	7,544	–	–	0.02%	116
2022 Q4	$310K	Hold	7,544	–	–	0.03%	107
2022 Q3	$292K	Sell	7,544 -1,783	-19%	-$70.7K	0.03%	108
2022 Q2	$332K	Hold	9,327	–	–	0.03%	105
2022 Q1	$388K	Hold	9,327	–	–	0.03%	106
2021 Q4	$391K	Hold	9,327	–	–	0.03%	104
2021 Q3	$390K	Hold	9,327	–	–	0.03%	102
2021 Q2	$389K	Sell	9,327 -5,405	-37%	-$247K	0.03%	104
2021 Q1	$685K	Hold	14,732	–	–	0.06%	78
2020 Q4	$551K	Hold	14,732	–	–	0.05%	100
2020 Q3	$341K	Hold	14,732	–	–	0.04%	114
2020 Q2	$406K	Hold	14,732	–	–	0.05%	94
2020 Q1	$390K	Hold	14,732	–	–	0.06%	78
2019 Q4	$613K	Sell	14,732 -3,000	-17%	-$120K	0.07%	79
2019 Q3	$667K	Buy	+17,732	New	+$662K	0.08%	78

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

Norris Perne & French's FRME Position: Q2 2026 in Review

Norris Perne & French increased its First Merchants (FRME) stake by 0.09% in Q2 2026, buying an estimated $244 and bringing the position to 6,852 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #127.

Norris Perne & French first reported a position in FRME in Q3 2019 and has held it in 28 quarters since. The position peaked at $685K in Q1 2021. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Norris Perne & French held 6,852 shares of First Merchants worth $299K as of Q2 2026.
Norris Perne & French bought 6 First Merchants shares in Q2 2026, an estimated $244.
First Merchants made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #127 holding.
Norris Perne & French first reported a position in First Merchants in Q3 2019 and has held it in 28 quarters since.
Norris Perne & French's First Merchants position peaked at $685K in Q1 2021.
308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.