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Parkworth Wealth Management’s First Merchants FRME Stock Holding History

Parkworth Wealth Management’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
Q2 		$77 Hold
2
– – ﹤0.01% 1191
2025
Q1 		$81 Hold
2
– – ﹤0.01% 995
2024
Q4 		$80 Buy
+2
New +$81 ﹤0.01% 1045

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Parkworth Wealth Management's FRME Position: Q2 2025 in Review

Parkworth Wealth Management held its First Merchants (FRME) position steady in Q2 2025 at 2 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Parkworth Wealth Management first reported a position in FRME in Q4 2024 and has held it in 3 quarters since. The position peaked at $81 in Q1 2025. 278 funds tracked by Wall St. Rank hold FRME as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of First Merchants worth $77 as of Q2 2025.
  • Parkworth Wealth Management left its First Merchants share count unchanged in Q2 2025.
  • First Merchants made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1191 holding.
  • Parkworth Wealth Management first reported a position in First Merchants in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's First Merchants position peaked at $81 in Q1 2025.
  • 278 funds tracked by Wall St. Rank held First Merchants as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.