Orion Portfolio Solutions’s First Merchants FRME Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$237K	Sell	5,850 -112	-2%	-$4.67K	﹤0.01%	1735
2024 Q4	$238K	Sell	5,962 -5	-0.1%	-$202	﹤0.01%	1674
2024 Q3	$222K	Sell	5,967 -250	-4%	-$9.26K	﹤0.01%	1667
2024 Q2	$207K	Sell	6,217 -3,077	-33%	-$103K	﹤0.01%	1628
2024 Q1	$324K	Sell	9,294 -495	-5%	-$17K	﹤0.01%	1427
2023 Q4	$353K	Sell	9,789 -537	-5%	-$16.6K	﹤0.01%	1341
2023 Q3	$287K	Buy	10,326 +1,124	+12%	+$33.7K	﹤0.01%	1402
2023 Q2	$260K	Sell	9,202 -52	-0.6%	-$1.48K	﹤0.01%	1457
2023 Q1	$305K	Buy	+9,254	New	+$367K	﹤0.01%	1342

Other funds holding FRME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Orion Portfolio Solutions's FRME Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Merchants (FRME) stake by 1.9% in Q1 2025, selling an estimated $4.67K and leaving 5,850 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Orion Portfolio Solutions first reported a position in FRME in Q1 2023 and has held it in 9 quarters since. The position peaked at $353K in Q4 2023. 272 funds tracked by Wall St. Rank hold FRME as of Q1 2025.

Orion Portfolio Solutions held 5,850 shares of First Merchants worth $237K as of Q1 2025.
Orion Portfolio Solutions sold 112 First Merchants shares in Q1 2025, an estimated $4.67K.
First Merchants made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1735 holding.
Orion Portfolio Solutions first reported a position in First Merchants in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's First Merchants position peaked at $353K in Q4 2023.
272 funds tracked by Wall St. Rank held First Merchants as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.