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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
Q2 		$320K Hold
7,335
– – 0.02% 408
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
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

PDS Planning's FRME Position: Q2 2026 in Review

PDS Planning held its First Merchants (FRME) position steady in Q2 2026 at 7,335 shares worth $320K. 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 10 quarters since. 309 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • PDS Planning held 7,335 shares of First Merchants worth $320K as of Q2 2026.
  • PDS Planning left its First Merchants share count unchanged in Q2 2026.
  • First Merchants made up 0.02% of PDS Planning's portfolio in Q2 2026, its #408 holding.
  • PDS Planning first reported a position in First Merchants in Q1 2024 and has held it in 10 quarters since.
  • 309 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.