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PDS Planning’s First Merchants FRME Stock Holding History

PDS Planning’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
Q1 		$284K Hold
7,335
– – 0.02% 408
2025
Q4 		$275K Hold
7,335
– – 0.02% 408
2025
Q3 		$277K Hold
7,335
– – 0.02% 403
2025
Q2 		$281K Hold
7,335
– – 0.02% 373
2025
Q1 		$297K Buy
7,335
+739
+11% +$30.8K 0.03% 329
2024
Q4 		$263K Hold
6,596
– – 0.02% 329
2024
Q3 		$245K Hold
6,596
– – 0.02% 357
2024
Q2 		$220K Hold
6,596
– – 0.02% 340
2024
Q1 		$230K Buy
+6,596
New +$227K 0.02% 326

Other funds holding FRME

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PDS Planning's FRME Position: Q1 2026 in Review

PDS Planning held its First Merchants (FRME) position steady in Q1 2026 at 7,335 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #408.

PDS Planning first reported a position in FRME in Q1 2024 and has held it in 9 quarters since. The position peaked at $297K in Q1 2025. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • PDS Planning held 7,335 shares of First Merchants worth $284K as of Q1 2026.
  • PDS Planning left its First Merchants share count unchanged in Q1 2026.
  • First Merchants made up 0.02% of PDS Planning's portfolio in Q1 2026, its #408 holding.
  • PDS Planning first reported a position in First Merchants in Q1 2024 and has held it in 9 quarters since.
  • PDS Planning's First Merchants position peaked at $297K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.