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Rothschild Investment LLC’s First Merchants FRME Stock Holding History

Rothschild Investment LLC’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 		$21K Buy
480
+107
+29% +$4.34K ﹤0.01% 1537
2026
Q1 		$14.4K Buy
373
+10
+3% +$391 ﹤0.01% 1543
2025
Q4 		$13.6K Buy
363
+116
+47% +$4.3K ﹤0.01% 1466
2025
Q3 		$9.31K Buy
247
+82
+50% +$3.27K ﹤0.01% 1470
2025
Q2 		$6.32K Buy
165
+60
+57% +$2.22K ﹤0.01% 1390
2025
Q1 		$4.25K Buy
105
+35
+50% +$1.46K ﹤0.01% 1518
2024
Q4 		$2.79K Buy
70
+10
+17% +$404 ﹤0.01% 1607
2024
Q3 		$2.23K Buy
60
+35
+140% +$1.3K ﹤0.01% 1664
2024
Q2 		$832 Buy
25
+20
+400% +$669 ﹤0.01% 1757
2024
Q1 		$175 Buy
+5
New +$172 ﹤0.01% 1815

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
N
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

Rothschild Investment LLC's FRME Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Merchants (FRME) stake by 29% in Q2 2026, buying an estimated $4.34K and bringing the position to 480 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Rothschild Investment LLC first reported a position in FRME in Q1 2024 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Rothschild Investment LLC held 480 shares of First Merchants worth $21K as of Q2 2026.
  • Rothschild Investment LLC bought 107 First Merchants shares in Q2 2026, an estimated $4.34K.
  • First Merchants made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1537 holding.
  • Rothschild Investment LLC first reported a position in First Merchants in Q1 2024 and has held it in 10 quarters since.
  • 254 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.