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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
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

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

Retirement Wealth Solutions's FRME Position: Q2 2026 in Review

Retirement Wealth Solutions held its First Merchants (FRME) position steady in Q2 2026 at 17 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Retirement Wealth Solutions first reported a position in FRME in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.54K in Q1 2025. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Retirement Wealth Solutions held 17 shares of First Merchants worth $743 as of Q2 2026.
  • Retirement Wealth Solutions left its First Merchants share count unchanged in Q2 2026.
  • First Merchants made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #696 holding.
  • Retirement Wealth Solutions first reported a position in First Merchants in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's First Merchants position peaked at $5.54K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.