Private Wealth Management Group’s First Merchants FRME Stock Holding History

Private Wealth Management 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	$1.88K	Hold	43	–	–	﹤0.01%	1180
2026 Q1	$1.67K	Sell	43 -12	-22%	-$469	﹤0.01%	1141
2025 Q4	$2.06K	Hold	55	–	–	﹤0.01%	1067
2025 Q3	$2.07K	Hold	55	–	–	﹤0.01%	1105
2025 Q2	$2.11K	Hold	55	–	–	﹤0.01%	1070
2025 Q1	$2.23K	Hold	55	–	–	﹤0.01%	1022
2024 Q4	$2.19K	Hold	55	–	–	﹤0.01%	1046
2024 Q3	$2.05K	Hold	55	–	–	﹤0.01%	1056
2024 Q2	$1.83K	Sell	55 -47	-46%	-$1.57K	﹤0.01%	1084
2024 Q1	$3.56K	Hold	102	–	–	﹤0.01%	745
2023 Q4	$3.78K	Buy	+102	New	+$3.16K	﹤0.01%	725

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

Private Wealth Management Group's FRME Position: Q2 2026 in Review

Private Wealth Management Group held its First Merchants (FRME) position steady in Q2 2026 at 43 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Private Wealth Management Group first reported a position in FRME in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78K in Q4 2023. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Private Wealth Management Group held 43 shares of First Merchants worth $1.88K as of Q2 2026.
Private Wealth Management Group left its First Merchants share count unchanged in Q2 2026.
First Merchants made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1180 holding.
Private Wealth Management Group first reported a position in First Merchants in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's First Merchants position peaked at $3.78K in Q4 2023.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.