Principal Financial Group
FRME icon

Principal Financial Group’s First Merchants FRME Stock Holding History

Principal Financial Group’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 		$3.27M Buy
74,933
+4,536
+6% +$184K ﹤0.01% 1764
2026
Q1 		$2.73M Buy
70,397
+6,314
+10% +$247K ﹤0.01% 1785
2025
Q4 		$2.4M Sell
64,083
-646,425
-91% -$23.9M ﹤0.01% 1808
2025
Q3 		$26.8M Sell
710,508
-47,630
-6% -$1.9M 0.01% 703
2025
Q2 		$29M Sell
758,138
-12,919
-2% -$478K 0.02% 656
2025
Q1 		$31.2M Sell
771,057
-35,581
-4% -$1.48M 0.02% 600
2024
Q4 		$32.2M Sell
806,638
-79,450
-9% -$3.21M 0.02% 614
2024
Q3 		$33M Buy
886,088
+11,521
+1% +$427K 0.02% 606
2024
Q2 		$29.1M Sell
874,567
-35,925
-4% -$1.2M 0.02% 664
2024
Q1 		$31.8M Sell
910,492
-14,975
-2% -$514K 0.02% 654
2023
Q4 		$34.3M Sell
925,467
-615
-0.1% -$19.1K 0.02% 580
2023
Q3 		$25.8M Sell
926,082
-10,269
-1% -$308K 0.02% 672
2023
Q2 		$26.4M Buy
936,351
+7,235
+0.8% +$205K 0.02% 684
2023
Q1 		$30.6M Sell
929,116
-30,701
-3% -$1.22M 0.02% 616
2022
Q4 		$39.5M Sell
959,817
-77,788
-7% -$3.29M 0.03% 484
2022
Q3 		$40.1M Sell
1,037,605
-47
-0% -$1.86K 0.03% 451
2022
Q2 		$37M Buy
1,037,652
+212,253
+26% +$8.36M 0.03% 514
2022
Q1 		$34.3M Buy
825,399
+24,898
+3% +$1.08M 0.02% 600
2021
Q4 		$33.5M Buy
800,501
+13,191
+2% +$553K 0.02% 613
2021
Q3 		$32.9M Buy
787,310
+9,447
+1% +$384K 0.02% 602
2021
Q2 		$32.4M Buy
777,863
+73,228
+10% +$3.34M 0.02% 635
2021
Q1 		$32.8M Buy
704,635
+58,770
+9% +$2.53M 0.02% 594
2020
Q4 		$24.2M Buy
645,865
+134,419
+26% +$4.17M 0.02% 661
2020
Q3 		$11.8M Buy
511,446
+19,198
+4% +$479K 0.01% 965
2020
Q2 		$13.6M Buy
492,248
+151,256
+44% +$4.04M 0.01% 865
2020
Q1 		$9.03M Sell
340,992
-20,022
-6% -$730K 0.01% 966
2019
Q4 		$15M Sell
361,014
-8,524
-2% -$340K 0.01% 1017
2019
Q3 		$13.9M Buy
369,538
+1,295
+0.4% +$48.4K 0.01% 1026
2019
Q2 		$14M Sell
368,243
-7,080
-2% -$259K 0.01% 1036
2019
Q1 		$13.8M Buy
375,323
+5,052
+1% +$194K 0.01% 1020
2018
Q4 		$12.7M Buy
370,271
+59,490
+19% +$2.42M 0.01% 1020
2018
Q3 		$14M Sell
310,781
-21,136
-6% -$1.01M 0.01% 1098
2018
Q2 		$15.4M Sell
331,917
-9,998
-3% -$448K 0.01% 998
2018
Q1 		$14.3M Sell
341,915
-15,601
-4% -$667K 0.01% 1020
2017
Q4 		$15M Sell
357,516
-13,558
-4% -$579K 0.01% 1007
2017
Q3 		$15.9M Sell
371,074
-4,003
-1% -$159K 0.02% 948
2017
Q2 		$15.1M Buy
375,077
+24,174
+7% +$975K 0.02% 965
2017
Q1 		$13.8M Buy
350,903
+205,871
+142% +$8.03M 0.02% 993
2016
Q4 		$5.46M Buy
145,032
+3,184
+2% +$101K 0.01% 1489
2016
Q3 		$3.79M Buy
141,848
+815
+0.6% +$21.5K 0.01% 1551
2016
Q2 		$3.52M Sell
141,033
-10,725
-7% -$267K ﹤0.01% 1535
2016
Q1 		$3.58M Buy
151,758
+2,385
+2% +$54.5K 0.01% 1500
2015
Q4 		$3.8M Buy
149,373
+1,963
+1% +$51.7K 0.01% 1465
2015
Q3 		$3.87M Buy
147,410
+10,177
+7% +$263K 0.01% 1450
2015
Q2 		$3.39M Buy
137,233
+27,047
+25% +$638K 0.01% 1555
2015
Q1 		$2.59M Buy
110,186
+24,457
+29% +$557K ﹤0.01% 1598
2014
Q4 		$1.95M Buy
85,729
+1,400
+2% +$30.4K ﹤0.01% 1689
2014
Q3 		$1.7M Hold
84,329
– – ﹤0.01% 1683
2014
Q2 		$1.78M Sell
84,329
-9,881
-10% -$205K ﹤0.01% 1709
2014
Q1 		$2.04M Buy
94,210
+698
+0.7% +$14.8K ﹤0.01% 1652
2013
Q4 		$2.13M Buy
+93,512
New +$1.87M ﹤0.01% 1653

Other funds holding FRME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group's FRME Position: Q2 2026 in Review

Principal Financial Group increased its First Merchants (FRME) stake by 6.4% in Q2 2026, buying an estimated $184K and bringing the position to 74,933 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Principal Financial Group first reported a position in FRME in Q4 2013 and has held it in 51 quarters since. The position peaked at $40.1M in Q3 2022. 123 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Principal Financial Group held 74,933 shares of First Merchants worth $3.27M as of Q2 2026.
  • Principal Financial Group bought 4,536 First Merchants shares in Q2 2026, an estimated $184K.
  • First Merchants made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1764 holding.
  • Principal Financial Group first reported a position in First Merchants in Q4 2013 and has held it in 51 quarters since.
  • Principal Financial Group's First Merchants position peaked at $40.1M in Q3 2022.
  • 123 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.