SWM
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SHP Wealth Management’s First Merchants FRME Stock Holding History

SHP Wealth Management’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 		$481 Buy
+11
New +$447 ﹤0.01% 1748

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Nuveen
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

SHP Wealth Management's FRME Position: Q2 2026 in Review

SHP Wealth Management opened a new position in First Merchants (FRME) in Q2 2026: 11 shares worth $481. The stake represents ﹤0.01% of the portfolio and ranks #1748 among its holdings.

307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • SHP Wealth Management held 11 shares of First Merchants worth $481 as of Q2 2026.
  • First Merchants was a new SHP Wealth Management position in Q2 2026.
  • First Merchants made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1748 holding.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.