R Squared’s First Merchants FRME Stock Holding History

R Squared’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	–	Sell	-8,102	Closed	-$314K	–	593
2026 Q1	$314K	Buy	+8,102	New	+$316K	0.17%	188
2025 Q1	–	Sell	-260	Closed	-$10.4K	–	729
2024 Q4	$10.4K	Buy	+260	New	+$10.5K	0.01%	1139

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

R Squared's FRME Position: Q2 2026 in Review

R Squared sold out of First Merchants (FRME) in Q2 2026, closing a stake of 8,102 shares — an estimated $314K sold.

R Squared first reported a position in FRME in Q4 2024 and held it in 2 quarters. The position peaked at $314K in Q1 2026. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

R Squared reported no remaining First Merchants position as of Q2 2026 after selling out during the quarter.
R Squared sold 8,102 First Merchants shares in Q2 2026, an estimated $314K.
R Squared first reported a position in First Merchants in Q4 2024 and held it in 2 quarters.
R Squared's First Merchants position peaked at $314K in Q1 2026.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.