Optimum Investment Advisors’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.9K | Hold |
2,253
| – | – | 0.03% | 280 |
|
|
2025
Q2 | $86.3K | Hold |
2,253
| – | – | 0.04% | 273 |
|
|
2025
Q1 | $91.1K | Hold |
2,253
| – | – | 0.04% | 258 |
|
|
2024
Q4 | $89.9K | Hold |
2,253
| – | – | 0.04% | 267 |
|
|
2024
Q3 | $83.8K | Hold |
2,253
| – | – | 0.04% | 296 |
|
|
2024
Q2 | $75K | Hold |
2,253
| – | – | 0.03% | 306 |
|
|
2024
Q1 | $78.6K | Hold |
2,253
| – | – | 0.04% | 305 |
|
|
2023
Q4 | $83.5K | Hold |
2,253
| – | – | 0.04% | 281 |
|
|
2023
Q3 | $62.7K | Hold |
2,253
| – | – | 0.03% | 337 |
|
|
2023
Q2 | $63.6K | Hold |
2,253
| – | – | 0.03% | 342 |
|
|
2023
Q1 | $74.2K | Hold |
2,253
| – | – | 0.04% | 319 |
|
|
2022
Q4 | $92.6K | Hold |
2,253
| – | – | 0.05% | 279 |
|
|
2022
Q3 | $87K | Hold |
2,253
| – | – | 0.05% | 298 |
|
|
2022
Q2 | $80K | Hold |
2,253
| – | – | 0.04% | 321 |
|
|
2022
Q1 | $94K | Hold |
2,253
| – | – | 0.04% | 329 |
|
|
2021
Q4 | $94K | Hold |
2,253
| – | – | 0.04% | 348 |
|
|
2021
Q3 | $94K | Hold |
2,253
| – | – | 0.04% | 337 |
|
|
2021
Q2 | $94K | Hold |
2,253
| – | – | 0.03% | 391 |
|
|
2021
Q1 | $105K | Hold |
2,253
| – | – | 0.03% | 362 |
|
|
2020
Q4 | $84K | Hold |
2,253
| – | – | 0.03% | 386 |
|
|
2020
Q3 | $52K | Hold |
2,253
| – | – | 0.02% | 437 |
|
|
2020
Q2 | $62K | Hold |
2,253
| – | – | 0.02% | 398 |
|
|
2020
Q1 | $60K | Hold |
2,253
| – | – | 0.02% | 390 |
|
|
2019
Q4 | $94K | Hold |
2,253
| – | – | 0.03% | 399 |
|
|
2019
Q3 | $85K | Hold |
2,253
| – | – | 0.03% | 399 |
|
|
2019
Q2 | $85K | Hold |
2,253
| – | – | 0.03% | 401 |
|
|
2019
Q1 | $83K | Hold |
2,253
| – | – | 0.03% | 412 |
|
|
2018
Q4 | $77K | Hold |
2,253
| – | – | 0.03% | 389 |
|
|
2018
Q3 | $101K | Hold |
2,253
| – | – | 0.03% | 398 |
|
|
2018
Q2 | $105K | Hold |
2,253
| – | – | 0.03% | 396 |
|
|
2018
Q1 | $94K | Buy |
+2,253
| New | +$96.4K | 0.03% | 415 |
|
|
2015
Q1 | $53K | Hold |
2,253
| – | – | 0.02% | 497 |
|
|
2014
Q4 | $51K | Hold |
2,253
| – | – | 0.02% | 499 |
|
|
2014
Q3 | $46K | Hold |
2,253
| – | – | 0.02% | 492 |
|
|
2014
Q2 | $48K | Hold |
2,253
| – | – | 0.02% | 489 |
|
|
2014
Q1 | $49K | Hold |
2,253
| – | – | 0.02% | 403 |
|
|
2013
Q4 | $51K | Hold |
2,253
| – | – | 0.02% | 391 |
|
|
2013
Q3 | $39K | Buy |
+2,253
| New | +$40.5K | 0.02% | 400 |
|
Other funds holding FRME
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Optimum Investment Advisors's FRME Position: Q3 2025 in Review
Optimum Investment Advisors held its First Merchants (FRME) position steady in Q3 2025 at 2,253 shares worth $84.9K. The position accounts for 0.03% of the portfolio, ranked #280.
Optimum Investment Advisors first reported a position in FRME in Q3 2013 and has held it in 38 quarters since. The position peaked at $105K in Q1 2021. 282 funds tracked by Wall St. Rank hold FRME as of Q3 2025.
- Optimum Investment Advisors held 2,253 shares of First Merchants worth $84.9K as of Q3 2025.
- Optimum Investment Advisors left its First Merchants share count unchanged in Q3 2025.
- First Merchants made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #280 holding.
- Optimum Investment Advisors first reported a position in First Merchants in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's First Merchants position peaked at $105K in Q1 2021.
- 282 funds tracked by Wall St. Rank held First Merchants as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.