SFS
FRME icon

Security Financial Services’s First Merchants FRME Stock Holding History

Security Financial Services’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
-5,296
Closed -$211K – 170
2024
Q4 		$211K Buy
+5,296
New +$214K 0.04% 165
2024
Q3 		– Sell
-6,912
Closed -$230K – 167
2024
Q2 		$230K Buy
+6,912
New +$231K 0.05% 151

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

Security Financial Services's FRME Position: Q1 2025 in Review

Security Financial Services sold out of First Merchants (FRME) in Q1 2025, closing a stake of 5,296 shares — an estimated $211K sold.

Security Financial Services first reported a position in FRME in Q2 2024 and held it in 2 quarters. The position peaked at $230K in Q2 2024. 272 funds tracked by Wall St. Rank hold FRME as of Q1 2025.

  • Security Financial Services reported no remaining First Merchants position as of Q1 2025 after selling out during the quarter.
  • Security Financial Services sold 5,296 First Merchants shares in Q1 2025, an estimated $211K.
  • Security Financial Services first reported a position in First Merchants in Q2 2024 and held it in 2 quarters.
  • Security Financial Services's First Merchants position peaked at $230K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held First Merchants as of Q1 2025.

Based on Security Financial Services's 13F filing for Q1 2025, filed 7 May 2025.