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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
Q2 		$5.5K Sell
126
-184
-59% -$7.47K ﹤0.01% 2268
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 $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

Pinnacle Wealth Planning Services's FRME Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its First Merchants (FRME) stake by 59% in Q2 2026, selling an estimated $7.47K and leaving 126 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Pinnacle Wealth Planning Services first reported a position in FRME in Q4 2020 and has held it in 4 quarters since. The position peaked at $12K in Q1 2026. 309 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Pinnacle Wealth Planning Services held 126 shares of First Merchants worth $5.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 184 First Merchants shares in Q2 2026, an estimated $7.47K.
  • First Merchants made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2268 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Merchants in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's First Merchants position peaked at $12K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.