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Root Financial Partners’s First Merchants FRME Stock Holding History

Root Financial Partners’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 		– Sell
-248
Closed -$9.61K – 1431
2026
Q1 		$9.61K Buy
248
+55
+28% +$2.15K ﹤0.01% 1706
2025
Q4 		$7.23K Buy
193
+29
+18% +$1.07K ﹤0.01% 1632
2025
Q3 		$6.18K Buy
+164
New +$6.54K ﹤0.01% 1641

Other funds holding FRME

FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Root Financial Partners's FRME Position: Q2 2026 in Review

Root Financial Partners sold out of First Merchants (FRME) in Q2 2026, closing a stake of 248 shares — an estimated $9.61K sold.

Root Financial Partners first reported a position in FRME in Q3 2025 and held it in 3 quarters. The position peaked at $9.61K in Q1 2026. 68 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Root Financial Partners reported no remaining First Merchants position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 248 First Merchants shares in Q2 2026, an estimated $9.61K.
  • Root Financial Partners first reported a position in First Merchants in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Merchants position peaked at $9.61K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.