Pathstone Family Office’s First Merchants FRME Stock Holding History

Pathstone Family Office’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
2023 Q3	$403K	Buy	+14,480	New	+$434K	﹤0.01%	1148

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Pathstone Family Office's FRME Position: Q3 2023 in Review

Pathstone Family Office opened a new position in First Merchants (FRME) in Q3 2023: 14,480 shares worth $403K. The stake represents ﹤0.01% of the portfolio and ranks #1148 among its holdings.

213 funds tracked by Wall St. Rank hold FRME as of Q3 2023.

Pathstone Family Office held 14,480 shares of First Merchants worth $403K as of Q3 2023.
First Merchants was a new Pathstone Family Office position in Q3 2023.
First Merchants made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1148 holding.
213 funds tracked by Wall St. Rank held First Merchants as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.