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Savant Capital’s First Merchants FRME Stock Holding History

Savant Capital’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
2025
Q1 		– Sell
-6,124
Closed -$244K – 1216
2024
Q4 		$244K Buy
6,124
+47
+0.8% +$1.9K ﹤0.01% 1216
2024
Q3 		$226K Buy
+6,077
New +$225K ﹤0.01% 1224
2022
Q2 		– Sell
-12,000
Closed -$499K – 567
2022
Q1 		$499K Hold
12,000
– – 0.02% 355
2021
Q4 		$503K Hold
12,000
– – 0.02% 354
2021
Q3 		$502K Buy
+12,000
New +$488K 0.02% 332

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Savant Capital's FRME Position: Q1 2025 in Review

Savant Capital sold out of First Merchants (FRME) in Q1 2025, closing a stake of 6,124 shares — an estimated $244K sold.

Savant Capital first reported a position in FRME in Q3 2021 and held it in 5 quarters. The position peaked at $503K in Q4 2021. 272 funds tracked by Wall St. Rank hold FRME as of Q1 2025.

  • Savant Capital reported no remaining First Merchants position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 6,124 First Merchants shares in Q1 2025, an estimated $244K.
  • Savant Capital first reported a position in First Merchants in Q3 2021 and held it in 5 quarters.
  • Savant Capital's First Merchants position peaked at $503K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held First Merchants as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.