Sound Income Strategies’s First Merchants FRME Stock Holding History

Sound Income Strategies’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	–	Sell	-89	Closed	-$3.5K	–	1162
2026 Q1	$3.5K	Hold	89	–	–	﹤0.01%	1975
2025 Q4	$3.39K	Hold	89	–	–	﹤0.01%	1971
2025 Q3	$3.32K	Hold	89	–	–	﹤0.01%	1258
2025 Q2	$3.41K	Hold	89	–	–	﹤0.01%	1180
2025 Q1	$3.6K	Hold	89	–	–	﹤0.01%	1130
2024 Q4	$3.55K	Hold	89	–	–	﹤0.01%	1064
2024 Q3	$3.31K	Hold	89	–	–	﹤0.01%	1037
2024 Q2	$2.96K	Hold	89	–	–	﹤0.01%	1045
2024 Q1	$3.11K	Hold	89	–	–	﹤0.01%	980
2023 Q4	$3.3K	Hold	89	–	–	﹤0.01%	962
2023 Q3	$2.48K	Hold	89	–	–	﹤0.01%	869
2023 Q2	$2.51K	Hold	89	–	–	﹤0.01%	860
2023 Q1	$2.93K	Hold	89	–	–	﹤0.01%	780
2022 Q4	$3.66K	Hold	89	–	–	﹤0.01%	683
2022 Q3	$3K	Hold	89	–	–	﹤0.01%	641
2022 Q2	$3K	Hold	89	–	–	﹤0.01%	650
2022 Q1	$4K	Hold	89	–	–	﹤0.01%	620
2021 Q4	$4K	Hold	89	–	–	﹤0.01%	621
2021 Q3	$4K	Hold	89	–	–	﹤0.01%	597
2021 Q2	$4K	Hold	89	–	–	﹤0.01%	629
2021 Q1	$4.14K	Hold	89	–	–	﹤0.01%	658
2020 Q4	$3K	Hold	89	–	–	﹤0.01%	669
2020 Q3	$2K	Hold	89	–	–	﹤0.01%	662
2020 Q2	$2K	Hold	89	–	–	﹤0.01%	636
2020 Q1	$2K	Hold	89	–	–	﹤0.01%	587
2019 Q4	$4K	Hold	89	–	–	﹤0.01%	486
2019 Q3	$3K	Buy	+89	New	+$3.32K	﹤0.01%	490

Other funds holding FRME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sound Income Strategies's FRME Position: Q2 2026 in Review

Sound Income Strategies sold out of First Merchants (FRME) in Q2 2026, closing a stake of 89 shares — an estimated $3.5K sold.

Sound Income Strategies first reported a position in FRME in Q3 2019 and held it in 27 quarters. The position peaked at $4.14K in Q1 2021. 183 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Sound Income Strategies reported no remaining First Merchants position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 89 First Merchants shares in Q2 2026, an estimated $3.5K.
Sound Income Strategies first reported a position in First Merchants in Q3 2019 and held it in 27 quarters.
Sound Income Strategies's First Merchants position peaked at $4.14K in Q1 2021.
183 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.