Oxford Financial Group’s First Merchants FRME Stock Holding History

Oxford Financial Group’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
2024 Q4	–	Sell	-6,119	Closed	-$228K	–	309
2024 Q3	$228K	Sell	6,119 -1,221	-17%	-$45.2K	0.01%	226
2024 Q2	$244K	Buy	7,340 +361	+5%	+$12.1K	0.02%	236
2024 Q1	$244K	Buy	6,979 +37	+0.5%	+$1.27K	0.02%	205
2023 Q4	$257K	Buy	+6,942	New	+$215K	0.02%	200
2023 Q2	–	Sell	-6,222	Closed	-$205K	–	299
2023 Q1	$205K	Hold	6,222	–	–	0.02%	187
2022 Q4	$256K	Hold	6,222	–	–	0.03%	171
2022 Q3	$241K	Sell	6,222 -1,914	-24%	-$75.9K	0.04%	157
2022 Q2	$290K	Hold	8,136	–	–	0.04%	155
2022 Q1	$338K	Hold	8,136	–	–	0.04%	150
2021 Q4	$341K	Hold	8,136	–	–	0.04%	155
2021 Q3	$340K	Hold	8,136	–	–	0.04%	140
2021 Q2	$339K	Hold	8,136	–	–	0.05%	139
2021 Q1	$378K	Sell	8,136 -1,500	-16%	-$64.6K	0.05%	127
2020 Q4	$360K	Sell	9,636 -1,272	-12%	-$39.5K	0.05%	134
2020 Q3	$253K	Hold	10,908	–	–	0.04%	142
2020 Q2	$301K	Buy	10,908 +250	+2%	+$6.68K	0.05%	124
2020 Q1	$282K	Buy	+10,658	New	+$389K	0.06%	123

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oxford Financial Group's FRME Position: Q4 2024 in Review

Oxford Financial Group sold out of First Merchants (FRME) in Q4 2024, closing a stake of 6,119 shares — an estimated $228K sold.

Oxford Financial Group first reported a position in FRME in Q1 2020 and held it in 17 quarters. The position peaked at $378K in Q1 2021. 253 funds tracked by Wall St. Rank hold FRME as of Q4 2024.

Oxford Financial Group reported no remaining First Merchants position as of Q4 2024 after selling out during the quarter.
Oxford Financial Group sold 6,119 First Merchants shares in Q4 2024, an estimated $228K.
Oxford Financial Group first reported a position in First Merchants in Q1 2020 and held it in 17 quarters.
Oxford Financial Group's First Merchants position peaked at $378K in Q1 2021.
253 funds tracked by Wall St. Rank held First Merchants as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.