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Pinnacle Wealth Planning Services’s First Merchants FRME Stock Holding History

Pinnacle Wealth Planning Services’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 		$12K Hold
310
– – ﹤0.01% 1934
2025
Q4 		$11.6K Buy
+310
New +$11.5K ﹤0.01% 1957
2021
Q1 		– Sell
-184
Closed -$7K – 945
2020
Q4 		$7K Buy
+184
New +$5.71K ﹤0.01% 1519

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

Pinnacle Wealth Planning Services's FRME Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its First Merchants (FRME) position steady in Q1 2026 at 310 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Pinnacle Wealth Planning Services first reported a position in FRME in Q4 2020 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold FRME as of Q1 2026.

  • Pinnacle Wealth Planning Services held 310 shares of First Merchants worth $12K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its First Merchants share count unchanged in Q1 2026.
  • First Merchants made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1934 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Merchants in Q4 2020 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held First Merchants as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.