Rockefeller Capital Management’s First Merchants FRME Stock Holding History

Rockefeller Capital 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	$19K	Sell	435 -215	-33%	-$8.73K	﹤0.01%	3745
2026 Q1	$25.2K	Buy	650 +348	+115%	+$13.6K	﹤0.01%	3610
2025 Q4	$11.3K	Sell	302 -21	-7%	-$778	﹤0.01%	3756
2025 Q3	$12.2K	Buy	+323	New	+$12.9K	﹤0.01%	3573
2022 Q3	–	Sell	-3	Closed	–	–	4035
2022 Q2	$0	Buy	+3	New	+$118	﹤0.01%	4198
2019 Q2	–	Sell	-230	Closed	-$8K	–	1765
2019 Q1	$8K	Hold	230	–	–	﹤0.01%	1527
2018 Q4	$8K	Hold	230	–	–	﹤0.01%	732
2018 Q3	$10K	Hold	230	–	–	﹤0.01%	577
2018 Q2	$11K	Buy	+230	New	+$10.3K	﹤0.01%	585

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

Rockefeller Capital Management's FRME Position: Q2 2026 in Review

Rockefeller Capital Management reduced its First Merchants (FRME) stake by 33% in Q2 2026, selling an estimated $8.73K and leaving 435 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

Rockefeller Capital Management first reported a position in FRME in Q2 2018 and has held it in 9 quarters since. The position peaked at $25.2K in Q1 2026. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Rockefeller Capital Management held 435 shares of First Merchants worth $19K as of Q2 2026.
Rockefeller Capital Management sold 215 First Merchants shares in Q2 2026, an estimated $8.73K.
First Merchants made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3745 holding.
Rockefeller Capital Management first reported a position in First Merchants in Q2 2018 and has held it in 9 quarters since.
Rockefeller Capital Management's First Merchants position peaked at $25.2K in Q1 2026.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.