&Partners’s First Merchants FRME Stock Holding History

&Partners’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 Q2	$336K	Buy	7,682 +152	+2%	+$6.17K	﹤0.01%	2067
2026 Q1	$292K	Buy	+7,530	New	+$294K	﹤0.01%	2013

Other funds holding FRME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

&Partners's FRME Position: Q2 2026 in Review

&Partners increased its First Merchants (FRME) stake by 2% in Q2 2026, buying an estimated $6.17K and bringing the position to 7,682 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

&Partners first reported a position in FRME in Q1 2026 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

&Partners held 7,682 shares of First Merchants worth $336K as of Q2 2026.
&Partners bought 152 First Merchants shares in Q2 2026, an estimated $6.17K.
First Merchants made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2067 holding.
&Partners first reported a position in First Merchants in Q1 2026 and has held it in 2 quarters since.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.