Occudo Quantitative Strategies’s First Merchants FRME Stock Holding History

Occudo Quantitative Strategies’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	$2.33M	Buy	57,523 +32,877	+133%	+$1.28M	0.13%	233
2025 Q4	$924K	Buy	24,646 +8,942	+57%	+$331K	0.06%	325
2025 Q3	$592K	Buy	+15,704	New	+$626K	0.07%	364
2024 Q4	–	Sell	-5,722	Closed	-$213K	–	775
2024 Q3	$213K	Buy	+5,722	New	+$212K	0.04%	570
2023 Q4	–	Sell	-7,550	Closed	-$210K	–	928
2023 Q3	$210K	Buy	7,550 +292	+4%	+$8.74K	0.03%	787
2023 Q2	$205K	Buy	+7,258	New	+$206K	0.02%	843
2022 Q4	–	Sell	-12,847	Closed	-$497K	–	1112
2022 Q3	$497K	Buy	12,847 +408	+3%	+$16.2K	0.04%	663
2022 Q2	$443K	Buy	12,439 +4,097	+49%	+$161K	0.04%	657
2022 Q1	$347K	Sell	8,342 -1,575	-16%	-$68.4K	0.03%	767
2021 Q4	$415K	Buy	+9,917	New	+$416K	0.04%	672

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

Occudo Quantitative Strategies's FRME Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its First Merchants (FRME) stake by 133% in Q1 2026, buying an estimated $1.28M and bringing the position to 57,523 shares worth $2.33M. The position accounts for 0.13% of the portfolio, ranked #233.

Occudo Quantitative Strategies first reported a position in FRME in Q4 2021 and has held it in 10 quarters since. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

Occudo Quantitative Strategies held 57,523 shares of First Merchants worth $2.33M as of Q1 2026.
Occudo Quantitative Strategies bought 32,877 First Merchants shares in Q1 2026, an estimated $1.28M.
First Merchants made up 0.13% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #233 holding.
Occudo Quantitative Strategies first reported a position in First Merchants in Q4 2021 and has held it in 10 quarters since.
298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.