Root Financial Partners
FRME icon

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
Q3 		$18.1K Buy
+454
New +$19.2K ﹤0.01% 1608
2026
Q2 		– Sell
-248
Closed -$9.6K – 1431
2026
Q1 		$9.6K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's FRME Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Merchants (FRME) in Q3 2026: 454 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FRME as recently as Q1 2026.

Root Financial Partners first reported a position in FRME in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold FRME as of Q3 2026.

  • Root Financial Partners held 454 shares of First Merchants worth $18.1K as of Q3 2026.
  • First Merchants was a new Root Financial Partners position in Q3 2026.
  • First Merchants made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1608 holding.
  • Root Financial Partners first reported a position in First Merchants in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held First Merchants as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.