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Physician Wealth Advisors’s First Merchants FRME Stock Holding History

Physician Wealth Advisors’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 		$1.83K Sell
42
-14
-25% -$569 ﹤0.01% 1545
2026
Q1 		$2.17K Buy
56
+14
+33% +$547 ﹤0.01% 1324
2025
Q4 		$1.57K Buy
+42
New +$1.56K ﹤0.01% 1395

Other funds holding FRME

FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Physician Wealth Advisors's FRME Position: Q2 2026 in Review

Physician Wealth Advisors reduced its First Merchants (FRME) stake by 25% in Q2 2026, selling an estimated $569 and leaving 42 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Physician Wealth Advisors first reported a position in FRME in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17K in Q1 2026. 40 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Physician Wealth Advisors held 42 shares of First Merchants worth $1.83K as of Q2 2026.
  • Physician Wealth Advisors sold 14 First Merchants shares in Q2 2026, an estimated $569.
  • First Merchants made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1545 holding.
  • Physician Wealth Advisors first reported a position in First Merchants in Q4 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's First Merchants position peaked at $2.17K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.