RWS
FRME icon

Retirement Wealth Solutions’s First Merchants FRME Stock Holding History

Retirement Wealth Solutions’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
Q3 		$677 Hold
17
– – ﹤0.01% 808
2026
Q2 		$743 Hold
17
– – ﹤0.01% 696
2026
Q1 		$659 Sell
17
-17
-50% -$664 ﹤0.01% 693
2025
Q4 		$1.27K Hold
34
– – ﹤0.01% 540
2025
Q3 		$1.28K Sell
34
-103
-75% -$4.11K ﹤0.01% 516
2025
Q2 		$5.25K Hold
137
– – ﹤0.01% 288
2025
Q1 		$5.54K Hold
137
– – ﹤0.01% 276
2024
Q4 		$5.21K Buy
+137
New +$5.54K ﹤0.01% 285

Other funds holding FRME

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Retirement Wealth Solutions's FRME Position: Q3 2026 in Review

Retirement Wealth Solutions held its First Merchants (FRME) position steady in Q3 2026 at 17 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Retirement Wealth Solutions first reported a position in FRME in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.54K in Q1 2025. 12 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

  • Retirement Wealth Solutions held 17 shares of First Merchants worth $677 as of Q3 2026.
  • Retirement Wealth Solutions left its First Merchants share count unchanged in Q3 2026.
  • First Merchants made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #808 holding.
  • Retirement Wealth Solutions first reported a position in First Merchants in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's First Merchants position peaked at $5.54K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.