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Ritholtz Wealth Management’s First Merchants FRME Stock Holding History

Ritholtz 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 		$476K Sell
10,904
-1,724
-14% -$70K 0.01% 874
2026
Q1 		$489K Buy
+12,628
New +$493K 0.01% 798

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

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

Ritholtz Wealth Management reduced its First Merchants (FRME) stake by 14% in Q2 2026, selling an estimated $70K and leaving 10,904 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #874.

Ritholtz Wealth Management first reported a position in FRME in Q1 2026 and has held it in 2 quarters since. The position peaked at $489K in Q1 2026. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Ritholtz Wealth Management held 10,904 shares of First Merchants worth $476K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,724 First Merchants shares in Q2 2026, an estimated $70K.
  • First Merchants made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #874 holding.
  • Ritholtz Wealth Management first reported a position in First Merchants in Q1 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's First Merchants position peaked at $489K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.