Petiole USA’s First Merchants FRME Stock Holding History

Petiole USA’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	$4.11M	Hold	94,047	–	–	2.95%	15
2026 Q1	$3.64M	Hold	94,047	–	–	2.55%	16
2025 Q4	$3.52M	Hold	94,047	–	–	2.28%	18
2025 Q3	$3.55M	Hold	94,047	–	–	2.45%	14
2025 Q2	$3.6M	Hold	94,047	–	–	2.55%	16
2025 Q1	$3.8M	Hold	94,047	–	–	2.69%	14
2024 Q4	$3.75M	Hold	94,047	–	–	2.36%	17
2024 Q3	$3.5M	Hold	94,047	–	–	2.29%	17
2024 Q2	$3.13M	Hold	94,047	–	–	2.63%	14
2024 Q1	$3.28M	Hold	94,047	–	–	2.57%	18
2023 Q4	$3.49M	Hold	94,047	–	–	2.58%	19
2023 Q3	$2.62M	Hold	94,047	–	–	2.4%	18
2023 Q2	$2.65M	Hold	94,047	–	–	2.6%	16
2023 Q1	$3.1M	Sell	94,047 -23,500	-20%	-$931K	2.59%	15
2022 Q4	$4.83M	Hold	117,547	–	–	3.54%	9
2022 Q3	$4.55M	Buy	117,547 +58,300	+98%	+$2.31M	3.38%	9
2022 Q2	$2.11M	Buy	59,247 +49,247	+492%	+$1.94M	1.84%	26
2022 Q1	$416K	Buy	+10,000	New	+$434K	0.32%	41

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

Petiole USA's FRME Position: Q2 2026 in Review

Petiole USA held its First Merchants (FRME) position steady in Q2 2026 at 94,047 shares worth $4.11M. The position accounts for 2.95% of the portfolio, ranked #15.

Petiole USA first reported a position in FRME in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.83M in Q4 2022. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Petiole USA held 94,047 shares of First Merchants worth $4.11M as of Q2 2026.
Petiole USA left its First Merchants share count unchanged in Q2 2026.
First Merchants made up 2.95% of Petiole USA's portfolio in Q2 2026, its #15 holding.
Petiole USA first reported a position in First Merchants in Q1 2022 and has held it in 18 quarters since.
Petiole USA's First Merchants position peaked at $4.83M in Q4 2022.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Petiole USA's 13F filing for Q2 2026, filed 13 Aug 2026.