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Rialto Wealth Management’s First Merchants FRME Stock Holding History

Rialto Wealth Management’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 		$1.44K Buy
33
+12
+57% +$487 ﹤0.01% 1231
2026
Q1 		$814 Buy
21
+14
+200% +$547 ﹤0.01% 1183
2025
Q4 		$263 Buy
7
+3
+75% +$111 ﹤0.01% 1454
2025
Q3 		$151 Hold
4
– – ﹤0.01% 1544
2025
Q2 		$154 Buy
+4
New +$148 ﹤0.01% 1448

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

Rialto Wealth Management's FRME Position: Q2 2026 in Review

Rialto Wealth Management increased its First Merchants (FRME) stake by 57% in Q2 2026, buying an estimated $487 and bringing the position to 33 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Rialto Wealth Management first reported a position in FRME in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Rialto Wealth Management held 33 shares of First Merchants worth $1.44K as of Q2 2026.
  • Rialto Wealth Management bought 12 First Merchants shares in Q2 2026, an estimated $487.
  • First Merchants made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1231 holding.
  • Rialto Wealth Management first reported a position in First Merchants in Q2 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.